+293.0%
ARKK vs CVE
+149.3%
+143.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.6% | -2.1% |
| 7D | -0.6% | +5.9% | -6.6% | -1.8% |
| 30D | -11.2% | -10.9% | -0.4% | -9.3% |
| 3M | -9.2% | -4.5% | -4.7% | -8.8% |
| 6M | -3.9% | -1.0% | -2.9% | -4.8% |
| YTD | -2.5% | +74.7% | -77.2% | -15.3% |
| 1Y | -2.7% | +65.8% | -68.5% | -14.6% |
| 3Y | +87.9% | +73.2% | +14.7% | +61.0% |
| 5Y | -35.7% | +155.6% | -191.3% | -50.1% |
| All | +293.0% | +149.3% | +143.8% | +148.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling