-12.7%
BA vs CVE
+68.4%
-81.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.7% | +0.2% | -3.1% |
| 7D | -0.1% | -14.1% | +14.0% | -3.0% |
| 30D | -9.1% | -11.6% | +2.5% | -11.0% |
| 3M | -28.2% | 0.0% | -28.2% | -26.9% |
| 6M | -23.1% | -8.4% | -14.7% | -22.6% |
| YTD | -20.6% | +65.9% | -86.5% | -15.4% |
| 1Y | -12.7% | +69.4% | -82.1% | -5.8% |
| All | -12.7% | +68.4% | -81.1% | -5.8% |
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