+144.2%
CVE vs XHB
+32.7%
+111.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +2.9% | +0.8% |
| 7D | -10.0% | +1.2% | -11.2% | -10.3% |
| 30D | -11.9% | +8.9% | -20.7% | -13.8% |
| 3M | -5.9% | -4.2% | -1.8% | -5.4% |
| 6M | -1.6% | +1.4% | -2.9% | -3.4% |
| YTD | +66.3% | +1.2% | +65.1% | +61.9% |
| 1Y | +57.5% | -1.3% | +58.8% | +54.5% |
| 3Y | +65.4% | +36.6% | +28.9% | +41.5% |
| 5Y | +144.2% | +34.3% | +109.9% | +99.5% |
| All | +144.2% | +32.7% | +111.4% | +99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling