+107.8%
CVE vs XLRE
+7.6%
+100.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +0.7% |
| 7D | +2.0% | -0.7% | +2.7% | +1.9% |
| 30D | +13.2% | -2.2% | +15.4% | +12.9% |
| 3M | +21.7% | -2.6% | +24.3% | +21.1% |
| 6M | +48.4% | +2.6% | +45.8% | +47.3% |
| YTD | +100.1% | +9.3% | +90.8% | +90.1% |
| 1Y | +107.8% | +7.2% | +100.6% | +98.5% |
| All | +107.8% | +7.6% | +100.2% | +98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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