+1,206.6%
CIEN vs CVE
+147.6%
+1,059.0%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -1.0% |
| 7D | +27.4% | +4.6% | +22.7% | +26.5% |
| 30D | -26.6% | -12.0% | -14.6% | -25.0% |
| 3M | -32.0% | -3.8% | -28.2% | -31.5% |
| 6M | -49.1% | -2.7% | -46.3% | -49.0% |
| YTD | +25.7% | +73.6% | -47.9% | +14.9% |
| 1Y | +40.3% | +62.0% | -21.7% | +29.4% |
| 3Y | +566.2% | +72.7% | +493.5% | +500.6% |
| 5Y | +378.7% | +153.9% | +224.8% | +302.8% |
| All | +1,206.6% | +147.6% | +1,059.0% | +871.4% |
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 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