-12.9%
ADSK vs CVE
+59.5%
-72.4%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.2% |
| 7D | +3.1% | -10.0% | +13.1% | +1.5% |
| 30D | +10.5% | -11.9% | +22.4% | +8.5% |
| 3M | +1.6% | -5.9% | +7.5% | +0.6% |
| 6M | +6.4% | -1.6% | +7.9% | +6.2% |
| YTD | -12.1% | +66.3% | -78.4% | -2.6% |
| 1Y | -12.9% | +57.5% | -70.4% | -3.1% |
| All | -12.9% | +59.5% | -72.4% | -3.1% |
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 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