+107.8%
CVE vs ZYBT
-80.9%
+188.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.8% |
| 7D | +2.0% | -3.7% | +5.7% | +2.0% |
| 30D | +13.2% | -12.8% | +26.0% | +13.2% |
| 3M | +21.7% | +76.2% | -54.5% | +20.7% |
| 6M | +48.4% | +109.3% | -61.0% | +47.2% |
| YTD | +100.1% | +36.5% | +63.6% | +97.7% |
| 1Y | +107.8% | -84.0% | +191.9% | +102.6% |
| All | +107.8% | -80.9% | +188.7% | +102.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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