+67.1%
CCI vs CVE
+147.6%
-80.5%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.6% |
| 7D | -1.4% | +4.6% | -6.0% | -1.7% |
| 30D | +12.7% | -12.0% | +24.7% | +13.7% |
| 3M | +23.0% | -3.8% | +26.8% | +23.2% |
| 6M | +0.6% | -2.7% | +3.3% | +0.5% |
| YTD | +4.9% | +73.6% | -68.7% | 0.0% |
| 1Y | +0.7% | +62.0% | -61.3% | -3.5% |
| 3Y | +10.2% | +72.7% | -62.5% | +4.1% |
| 5Y | -36.4% | +153.9% | -190.4% | -42.5% |
| All | +67.1% | +147.6% | -80.5% | +31.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling