+73.2%
CVE vs THC
+46.1%
+27.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +9.6% | -17.2% | -6.1% |
| 7D | -12.1% | +8.8% | -20.9% | -10.7% |
| 30D | -9.8% | +12.6% | -22.4% | -7.9% |
| 3M | -0.7% | +15.4% | -16.1% | +1.9% |
| 6M | -4.3% | +57.7% | -62.0% | +2.6% |
| YTD | +70.6% | +47.1% | +23.5% | +80.0% |
| 1Y | +73.2% | +40.7% | +32.5% | +82.4% |
| All | +73.2% | +46.1% | +27.0% | +82.4% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded THC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling