-3.2%
ALB vs CVE
+59.0%
-62.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | +9.5% | -10.1% | +19.5% | +10.8% |
| 30D | -2.1% | -12.1% | +10.0% | -0.9% |
| 3M | -24.1% | -1.9% | -22.3% | -24.6% |
| 6M | -51.0% | -1.8% | -49.2% | -51.5% |
| YTD | -29.3% | +65.8% | -95.1% | -33.1% |
| All | -3.2% | +59.0% | -62.2% | -9.4% |
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