+281.5%
CIEN vs CVE
+148.3%
+133.2%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.2% | -2.7% | -12.5% | -14.6% |
| 7D | -34.0% | -14.1% | -19.9% | -31.6% |
| 30D | -48.0% | -11.6% | -36.4% | -46.5% |
| 3M | -43.5% | 0.0% | -43.6% | -43.5% |
| 6M | -57.6% | -8.4% | -49.2% | -57.0% |
| YTD | -1.3% | +65.9% | -67.2% | -11.9% |
| 1Y | +17.9% | +69.4% | -51.5% | +4.5% |
| 3Y | +425.8% | +55.9% | +369.8% | +359.0% |
| 5Y | +281.5% | +146.2% | +135.3% | +238.9% |
| All | +281.5% | +148.3% | +133.2% | +238.9% |
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 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