+57.5%
CVE vs XME
+1.1%
+56.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +0.4% |
| 7D | -10.0% | -0.2% | -9.8% | -10.0% |
| 30D | -11.9% | -9.2% | -2.7% | -11.4% |
| 3M | -5.9% | -17.8% | +11.8% | -5.1% |
| 6M | -1.6% | -20.0% | +18.5% | +0.8% |
| YTD | +66.3% | -6.6% | +72.8% | +68.8% |
| 1Y | +57.5% | +1.8% | +55.8% | +56.8% |
| All | +57.5% | +1.1% | +56.4% | +56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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