+344.2%
CIEN vs CVE
+135.1%
+209.1%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.5% | +10.1% | +10.5% |
| 7D | -5.3% | -10.1% | +4.8% | -2.9% |
| 30D | -40.1% | -12.1% | -28.0% | -38.3% |
| 3M | -34.7% | -1.9% | -32.8% | -34.4% |
| 6M | -50.9% | -1.8% | -49.0% | -50.8% |
| YTD | +15.2% | +65.8% | -50.6% | +2.8% |
| 1Y | +35.2% | +60.8% | -25.7% | +21.2% |
| 3Y | +522.6% | +70.1% | +452.5% | +436.5% |
| 5Y | +344.2% | +134.8% | +209.5% | +298.5% |
| All | +344.2% | +135.1% | +209.1% | +298.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling