-2.7%
IBKR vs CVE
-1.0%
-1.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.7% | +3.6% | +6.5% |
| 7D | +5.9% | +0.1% | +5.8% | +5.8% |
| 30D | -6.1% | -10.8% | +4.7% | -7.2% |
| 3M | -8.0% | -4.3% | -3.7% | -8.5% |
| 6M | -2.7% | -1.5% | -1.2% | +0.3% |
| All | -2.7% | -1.0% | -1.6% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 6mo: compounded portfolio wealth divided by compounded CVE 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…
6mo analysis · Full analysis span regression · 6 months rolling