+7.8%
NI vs CVE
+61.2%
-53.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.5% |
| 7D | +3.1% | +4.6% | -1.6% | +2.9% |
| 30D | +11.2% | -12.0% | +23.2% | +11.5% |
| 3M | +9.8% | -3.8% | +13.6% | +9.7% |
| 6M | -1.6% | -2.7% | +1.1% | -1.8% |
| YTD | +12.6% | +73.6% | -61.0% | +6.0% |
| 1Y | +7.8% | +62.0% | -54.2% | +2.0% |
| All | +7.8% | +61.2% | -53.4% | +2.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling