+1,092.6%
CAH vs CVE
+89.9%
+1,002.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.4% |
| 7D | +5.4% | +2.5% | +2.9% | +5.0% |
| 30D | +3.3% | +16.7% | -13.4% | +0.9% |
| 3M | +22.8% | +9.3% | +13.5% | +20.7% |
| 6M | +11.3% | +43.6% | -32.3% | +4.6% |
| YTD | +21.1% | +93.6% | -72.4% | +8.4% |
| 1Y | +67.2% | +98.8% | -31.5% | +48.6% |
| 3Y | +195.6% | +73.6% | +122.0% | +162.8% |
| 5Y | +413.8% | +312.5% | +101.4% | +279.3% |
| 10Y | +309.6% | +161.0% | +148.5% | +188.6% |
| All | +1,092.6% | +89.9% | +1,002.6% | +722.2% |
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