+1,899.2%
BKNG vs CVE
+62.6%
+1,836.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.2% | +1.6% |
| 7D | +6.3% | -10.1% | +16.4% | +8.7% |
| 30D | +2.0% | -12.1% | +14.1% | +4.4% |
| 3M | -23.6% | -1.9% | -21.7% | -24.0% |
| 6M | -1.0% | -1.8% | +0.9% | -2.5% |
| YTD | -23.1% | +65.8% | -88.9% | -34.3% |
| 1Y | -16.5% | +60.8% | -77.3% | -28.2% |
| 3Y | +39.0% | +70.1% | -31.1% | +14.6% |
| 5Y | +58.0% | +134.8% | -76.8% | +15.4% |
| 10Y | +166.5% | +130.1% | +36.4% | +60.2% |
| All | +1,899.2% | +62.6% | +1,836.6% | +1,125.4% |
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 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