+134.5%
CVE vs AGI
+352.5%
-218.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.0% | -0.8% |
| 7D | -16.1% | +16.0% | -32.1% | -17.3% |
| 30D | -10.4% | +1.0% | -11.3% | -10.6% |
| 3M | -2.4% | +2.5% | -4.8% | -3.0% |
| 6M | -4.4% | -24.0% | +19.6% | -2.6% |
| YTD | +64.9% | -17.2% | +82.2% | +65.1% |
| 1Y | +66.0% | +4.9% | +61.1% | +61.8% |
| 3Y | +57.7% | +142.6% | -84.9% | +38.4% |
| 5Y | +144.7% | +315.2% | -170.5% | +101.6% |
| All | +134.5% | +352.5% | -218.0% | +97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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