+618.2%
CVE vs ACI
+32.1%
+586.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.4% | +4.0% | +2.8% |
| 7D | +0.1% | -5.3% | +5.4% | +0.7% |
| 30D | -10.8% | +5.0% | -15.9% | -11.6% |
| 3M | -4.3% | +7.5% | -11.9% | -5.5% |
| 6M | -1.5% | -16.0% | +14.6% | +0.1% |
| YTD | +70.7% | -20.6% | +91.4% | +74.6% |
| 1Y | +58.1% | -23.5% | +81.6% | +62.7% |
| 3Y | +69.8% | -32.1% | +102.0% | +77.3% |
| 5Y | +148.9% | -42.5% | +191.4% | +161.6% |
| All | +618.2% | +32.1% | +586.1% | +614.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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