+89.9%
CVE vs XHB
+687.2%
-597.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -1.9% |
| 7D | +2.5% | -1.3% | +3.8% | +3.2% |
| 30D | +16.7% | -6.9% | +23.6% | +21.4% |
| 3M | +9.3% | -1.3% | +10.5% | +7.7% |
| 6M | +43.6% | -6.8% | +50.4% | +43.9% |
| YTD | +93.6% | +0.7% | +92.9% | +83.7% |
| 1Y | +98.8% | -11.2% | +110.0% | +103.2% |
| 3Y | +73.6% | +25.3% | +48.3% | +33.2% |
| 5Y | +312.5% | +37.3% | +275.2% | +182.0% |
| 10Y | +161.0% | +211.5% | -50.5% | -1.1% |
| All | +89.9% | +687.2% | -597.3% | -63.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling