+73.2%
CVE vs A
+24.4%
+48.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +1.0% | -8.6% | -7.5% |
| 7D | -12.1% | -2.4% | -9.7% | -12.4% |
| 30D | -9.8% | +3.6% | -13.4% | -9.2% |
| 3M | -0.7% | +27.5% | -28.2% | +3.5% |
| 6M | -4.3% | +58.5% | -62.8% | +3.3% |
| YTD | +70.6% | +31.2% | +39.4% | +80.6% |
| 1Y | +73.2% | +22.2% | +51.0% | +83.5% |
| All | +73.2% | +24.4% | +48.8% | +83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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