+63.1%
CVE vs AGI
+221.1%
-158.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.3% | +5.6% | +0.9% |
| 7D | -10.0% | +13.9% | -23.9% | -11.4% |
| 30D | -11.9% | -6.2% | -5.6% | -11.5% |
| 3M | -5.9% | -6.9% | +1.0% | -5.7% |
| 6M | -1.6% | -28.7% | +27.2% | +1.2% |
| YTD | +66.3% | -19.8% | +86.1% | +66.9% |
| 1Y | +57.5% | -4.8% | +62.3% | +54.7% |
| 3Y | +65.4% | +144.3% | -78.9% | +42.7% |
| 5Y | +144.2% | +277.2% | -133.1% | +97.7% |
| 10Y | +135.5% | +365.9% | -230.4% | +76.9% |
| All | +63.1% | +221.1% | -158.0% | +11.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling