+33.2%
BE vs CVE
+59.5%
-26.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.3% | -4.7% | -4.5% |
| 7D | -13.4% | -10.0% | -3.4% | -10.7% |
| 30D | -33.9% | -11.9% | -22.0% | -31.7% |
| 3M | -12.0% | -5.9% | -6.0% | -11.9% |
| 6M | -29.0% | -1.6% | -27.4% | -30.4% |
| YTD | +113.4% | +66.3% | +47.1% | +54.0% |
| 1Y | +33.2% | +57.5% | -24.3% | -1.6% |
| All | +33.2% | +59.5% | -26.3% | -1.6% |
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