+42.1%
CDE vs CVE
+109.0%
-66.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.5% | -5.3% | -2.7% |
| 7D | +2.3% | +0.2% | +2.1% | +2.3% |
| 30D | +18.8% | +17.5% | +1.3% | +18.6% |
| 3M | +23.5% | +16.2% | +7.3% | +23.8% |
| 6M | -8.6% | +47.8% | -56.4% | -15.8% |
| YTD | +16.0% | +98.5% | -82.5% | +1.3% |
| 1Y | +42.1% | +109.8% | -67.7% | +27.2% |
| All | +42.1% | +109.0% | -66.9% | +27.2% |
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 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