+47.7%
ADI vs CVE
+109.0%
-61.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.5% | -2.3% | +0.2% |
| 7D | +2.4% | +0.2% | +2.3% | +2.4% |
| 30D | -6.6% | +17.5% | -24.1% | -6.8% |
| 3M | -9.8% | +16.2% | -26.0% | -9.7% |
| 6M | +15.7% | +47.8% | -32.1% | +13.1% |
| YTD | +35.1% | +98.5% | -63.4% | +28.3% |
| 1Y | +47.7% | +109.8% | -62.1% | +39.9% |
| All | +47.7% | +109.0% | -61.3% | +39.9% |
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