+146.9%
CVE vs COO
+40.1%
+106.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +2.1% |
| 7D | +4.6% | -2.1% | +6.7% | +5.3% |
| 30D | -12.0% | +13.9% | -25.9% | -16.1% |
| 3M | -3.8% | -18.9% | +15.2% | +2.2% |
| 6M | -2.7% | +3.7% | -6.5% | -6.4% |
| YTD | +73.6% | -24.1% | +97.7% | +86.9% |
| 1Y | +62.0% | -14.2% | +76.2% | +65.8% |
| 3Y | +72.7% | -24.5% | +97.2% | +77.6% |
| 5Y | +153.9% | -40.4% | +194.4% | +181.7% |
| All | +146.9% | +40.1% | +106.9% | +156.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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