+640.7%
ADI vs CVE
+147.6%
+493.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.3% |
| 7D | +13.4% | +4.6% | +8.7% | +12.4% |
| 30D | -1.3% | -12.0% | +10.7% | +1.2% |
| 3M | +6.8% | -3.8% | +10.6% | +7.3% |
| 6M | -1.9% | -2.7% | +0.8% | -2.1% |
| YTD | +52.3% | +73.6% | -21.3% | +33.8% |
| 1Y | +71.6% | +62.0% | +9.6% | +52.8% |
| 3Y | +148.9% | +72.7% | +76.2% | +115.2% |
| 5Y | +140.8% | +153.9% | -13.1% | +87.3% |
| All | +640.7% | +147.6% | +493.0% | +359.1% |
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