+1,322.8%
NI vs CVE
+62.8%
+1,260.1%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.7% | +0.9% | -1.6% |
| 7D | 0.0% | -14.1% | +14.0% | +1.6% |
| 30D | +10.0% | -11.6% | +21.6% | +11.4% |
| 3M | +4.3% | 0.0% | +4.2% | +4.0% |
| 6M | -6.5% | -8.4% | +1.8% | -6.1% |
| YTD | +9.3% | +65.9% | -56.6% | +2.4% |
| 1Y | +6.4% | +69.4% | -63.0% | -0.6% |
| 3Y | +89.1% | +55.9% | +33.1% | +75.9% |
| 5Y | +106.1% | +146.2% | -40.0% | +78.1% |
| 10Y | +178.5% | +140.6% | +37.9% | +120.9% |
| All | +1,322.8% | +62.8% | +1,260.1% | +1,029.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling