+103.1%
NI vs CVE
+74.2%
+28.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.1% | +0.5% |
| 7D | +4.3% | +5.9% | -1.6% | +4.0% |
| 30D | +12.4% | -10.9% | +23.2% | +13.0% |
| 3M | +10.2% | -4.5% | +14.7% | +10.3% |
| 6M | -0.8% | -1.0% | +0.2% | -1.0% |
| YTD | +13.2% | +74.7% | -61.5% | +7.9% |
| 1Y | +10.1% | +65.8% | -55.8% | +5.3% |
| 3Y | +103.1% | +73.2% | +29.9% | +86.2% |
| All | +103.1% | +74.2% | +28.9% | +86.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling