+61.8%
CVE vs XHB
+684.2%
-622.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | +0.3% |
| 7D | -16.1% | +1.3% | -17.4% | -17.3% |
| 30D | -10.4% | +7.8% | -18.2% | -15.3% |
| 3M | -2.4% | -5.5% | +3.1% | -0.6% |
| 6M | -4.4% | -2.6% | -1.8% | -6.7% |
| YTD | +64.9% | +0.4% | +64.6% | +54.9% |
| 1Y | +66.0% | -1.0% | +67.0% | +56.6% |
| 3Y | +57.7% | +37.3% | +20.4% | +12.5% |
| 5Y | +144.7% | +33.7% | +111.0% | +68.5% |
| 10Y | +139.2% | +256.9% | -117.7% | -18.1% |
| All | +61.8% | +684.2% | -622.4% | -69.2% |
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