+594.0%
CVE vs ACI
+29.9%
+564.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.2% |
| 7D | -16.1% | -2.2% | -13.9% | -16.0% |
| 30D | -10.4% | +10.3% | -20.7% | -11.7% |
| 3M | -2.4% | +7.2% | -9.6% | -3.5% |
| 6M | -4.4% | -18.0% | +13.6% | -2.6% |
| YTD | +64.9% | -22.0% | +86.9% | +69.1% |
| 1Y | +66.0% | -23.4% | +89.4% | +70.7% |
| 3Y | +57.7% | -35.8% | +93.5% | +66.0% |
| 5Y | +144.7% | -43.7% | +188.4% | +157.8% |
| All | +594.0% | +29.9% | +564.1% | +591.6% |
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