+320.2%
CVE vs AGI
+385.7%
-65.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.6% | -1.0% |
| 7D | +2.5% | +0.6% | +1.9% | +2.3% |
| 30D | +16.7% | +18.2% | -1.5% | +13.6% |
| 3M | +9.3% | -4.1% | +13.4% | +9.5% |
| 6M | +43.6% | -28.7% | +72.3% | +50.8% |
| YTD | +93.6% | -4.0% | +97.6% | +89.3% |
| 1Y | +98.8% | +17.4% | +81.3% | +84.2% |
| 3Y | +73.6% | +203.0% | -129.4% | +21.9% |
| All | +320.2% | +385.7% | -65.6% | +147.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling