+37.3%
BMY vs CVE
+59.0%
-21.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -1.4% | -10.1% | +8.7% | -1.7% |
| 30D | +5.1% | -12.1% | +17.2% | +4.7% |
| 3M | -3.0% | -1.9% | -1.1% | -3.7% |
| 6M | +13.1% | -1.8% | +14.9% | +12.0% |
| YTD | +20.3% | +65.8% | -45.5% | +16.4% |
| All | +37.3% | +59.0% | -21.7% | +35.0% |
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