+143.5%
CVE vs AGI
+355.0%
-211.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.8% | +5.4% | +2.9% |
| 7D | +0.1% | 0.0% | +0.1% | 0.0% |
| 30D | -10.8% | -7.6% | -3.2% | -10.4% |
| 3M | -4.3% | -10.2% | +5.9% | -3.8% |
| 6M | -1.5% | -31.5% | +30.0% | +1.3% |
| YTD | +70.7% | -22.0% | +92.7% | +71.7% |
| 1Y | +58.1% | -7.9% | +66.0% | +56.0% |
| 3Y | +69.8% | +137.6% | -67.7% | +49.4% |
| 5Y | +148.9% | +256.7% | -107.8% | +107.5% |
| 10Y | +143.5% | +405.2% | -261.7% | +105.0% |
| All | +143.5% | +355.0% | -211.4% | +105.0% |
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