+139.2%
ADI vs CVE
+68.0%
+71.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -6.3% | -10.0% | +3.7% | -3.7% |
| 30D | -3.2% | -11.9% | +8.7% | -0.2% |
| 3M | +2.8% | -5.9% | +8.7% | +3.8% |
| 6M | -5.0% | -1.6% | -3.5% | -5.9% |
| YTD | +46.3% | +66.3% | -19.9% | +19.2% |
| 1Y | +71.6% | +57.5% | +14.1% | +42.3% |
| 3Y | +139.2% | +65.4% | +73.7% | +81.4% |
| All | +139.2% | +68.0% | +71.1% | +81.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling