+320.2%
CVE vs EAT
+350.4%
-30.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.4% |
| 7D | +2.5% | 0.0% | +2.5% | +2.5% |
| 30D | +16.7% | +1.9% | +14.9% | +16.3% |
| 3M | +9.3% | +68.7% | -59.4% | +2.4% |
| 6M | +43.6% | +66.9% | -23.3% | +33.7% |
| YTD | +93.6% | +60.4% | +33.2% | +80.8% |
| 1Y | +98.8% | +44.0% | +54.8% | +87.8% |
| 3Y | +73.6% | +604.7% | -531.1% | +27.4% |
| All | +320.2% | +350.4% | -30.3% | +233.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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