+567.9%
ADBE vs CVE
+62.8%
+505.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.7% | +1.9% | -0.4% |
| 7D | -0.7% | -14.1% | +13.4% | +1.7% |
| 30D | +3.5% | -11.6% | +15.1% | +5.4% |
| 3M | -5.0% | 0.0% | -5.0% | -5.3% |
| 6M | -3.6% | -8.4% | +4.8% | -2.9% |
| YTD | -29.6% | +65.9% | -95.5% | -36.4% |
| 1Y | -26.6% | +69.4% | -96.0% | -34.0% |
| 3Y | -56.3% | +55.9% | -112.2% | -60.9% |
| 5Y | -62.8% | +146.2% | -209.0% | -70.2% |
| 10Y | +132.1% | +140.6% | -8.6% | +62.2% |
| All | +567.9% | +62.8% | +505.1% | +391.0% |
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 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