+148.9%
CVE vs WCN
+46.9%
+102.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.6% | +2.1% | +2.5% |
| 7D | +0.1% | +0.4% | -0.4% | 0.0% |
| 30D | -10.8% | +25.3% | -36.1% | -16.1% |
| 3M | -4.3% | +15.4% | -19.8% | -7.9% |
| 6M | -1.5% | +27.8% | -29.3% | -8.3% |
| YTD | +70.7% | +10.6% | +60.2% | +65.7% |
| 1Y | +58.1% | +15.8% | +42.3% | +51.1% |
| 3Y | +69.8% | +50.3% | +19.6% | +41.7% |
| 5Y | +148.9% | +46.9% | +102.0% | +116.6% |
| All | +148.9% | +46.9% | +102.0% | +116.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 5y: compounded portfolio wealth divided by compounded WCN 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…
5y analysis · Full analysis span regression · 6 months rolling