+630.6%
ADI vs CVE
+136.7%
+493.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.5% | +8.0% | +8.5% |
| 7D | -4.4% | -10.1% | +5.7% | -2.3% |
| 30D | -2.8% | -12.1% | +9.3% | -0.4% |
| 3M | +1.5% | -1.9% | +3.4% | +1.5% |
| 6M | -4.7% | -1.8% | -2.9% | -5.1% |
| YTD | +46.8% | +65.8% | -19.0% | +30.2% |
| 1Y | +74.9% | +60.8% | +14.0% | +55.9% |
| 3Y | +147.4% | +70.1% | +77.3% | +114.6% |
| 5Y | +131.9% | +134.8% | -2.9% | +83.2% |
| 10Y | +630.6% | +130.1% | +500.5% | +356.7% |
| All | +630.6% | +136.7% | +493.9% | +356.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling