-3.0%
NXT vs CVE
+61.2%
-64.2%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.7% | -8.6% | -6.7% |
| 7D | -6.0% | +4.6% | -10.6% | -5.5% |
| 30D | +5.4% | -12.0% | +17.4% | +4.3% |
| 3M | -9.7% | -3.8% | -5.9% | -10.5% |
| 6M | -25.3% | -2.7% | -22.6% | -24.8% |
| YTD | +7.5% | +73.6% | -66.1% | -8.2% |
| 1Y | -3.0% | +62.0% | -65.0% | -15.3% |
| All | -3.0% | +61.2% | -64.2% | -15.3% |
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 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