+1,216.3%
NI vs CVE
+89.9%
+1,126.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.5% |
| 7D | +2.0% | +2.5% | -0.5% | +1.7% |
| 30D | -3.5% | +16.7% | -20.3% | -5.2% |
| 3M | -9.1% | +9.3% | -18.4% | -10.2% |
| 6M | -11.8% | +43.6% | -55.4% | -15.7% |
| YTD | +1.1% | +93.6% | -92.5% | -6.7% |
| 1Y | +6.7% | +98.8% | -92.1% | -2.0% |
| 3Y | +71.1% | +73.6% | -2.5% | +57.6% |
| 5Y | +94.3% | +312.5% | -218.2% | +58.2% |
| 10Y | +135.8% | +161.0% | -25.3% | +86.5% |
| All | +1,216.3% | +89.9% | +1,126.4% | +929.3% |
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 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