+65.8%
CVE vs XHB
-2.2%
+68.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | -0.1% | +0.9% |
| 7D | +5.9% | -0.2% | +6.2% | +5.9% |
| 30D | -10.9% | +9.9% | -20.8% | -7.3% |
| 3M | -4.5% | -6.3% | +1.8% | -5.9% |
| 6M | -1.0% | +3.8% | -4.8% | +0.5% |
| YTD | +74.7% | +0.1% | +74.6% | +80.4% |
| 1Y | +65.8% | -0.8% | +66.6% | +71.3% |
| All | +65.8% | -2.2% | +68.0% | +71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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