+368.8%
ARKK vs CVE
+69.9%
+298.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.3% | -0.8% |
| 7D | +1.9% | +2.5% | -0.6% | +1.4% |
| 30D | +13.2% | +16.7% | -3.6% | +9.6% |
| 3M | +7.7% | +9.3% | -1.6% | +5.3% |
| 6M | +15.1% | +43.6% | -28.5% | +5.5% |
| YTD | +12.1% | +93.6% | -81.5% | -3.7% |
| 1Y | +14.9% | +98.8% | -83.8% | -1.9% |
| 3Y | +99.3% | +73.6% | +25.7% | +72.1% |
| 5Y | -29.9% | +312.5% | -342.4% | -49.6% |
| 10Y | +351.6% | +161.0% | +190.6% | +196.2% |
| All | +368.8% | +69.9% | +298.9% | +200.1% |
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 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