-36.5%
ADSK vs CVE
+109.0%
-145.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.4% | -2.6% |
| 7D | -14.5% | +2.0% | -16.5% | -14.4% |
| 30D | -19.3% | +13.2% | -32.5% | -18.5% |
| 3M | -7.8% | +21.7% | -29.5% | -6.5% |
| 6M | -20.8% | +48.4% | -69.1% | -18.5% |
| YTD | -30.2% | +100.1% | -130.3% | -25.7% |
| 1Y | -36.5% | +107.8% | -144.3% | -32.4% |
| All | -36.5% | +109.0% | -145.5% | -32.4% |
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 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