+1,781.1%
ADI vs CVE
+62.8%
+1,718.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -2.7% | -8.4% | -10.5% |
| 7D | -16.7% | -14.1% | -2.6% | -13.8% |
| 30D | -14.2% | -11.6% | -2.5% | -11.8% |
| 3M | -4.1% | 0.0% | -4.2% | -4.5% |
| 6M | -10.3% | -8.4% | -1.9% | -9.4% |
| YTD | +34.3% | +65.9% | -31.6% | +17.3% |
| 1Y | +54.9% | +69.4% | -14.5% | +34.3% |
| 3Y | +125.3% | +55.9% | +69.4% | +95.8% |
| 5Y | +113.1% | +146.2% | -33.1% | +60.4% |
| 10Y | +584.5% | +140.6% | +443.9% | +332.5% |
| All | +1,781.1% | +62.8% | +1,718.3% | +1,145.5% |
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