+57.1%
CVE vs ED
+24.7%
+32.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.7% | +0.5% |
| 7D | -10.1% | -0.1% | -10.0% | -10.0% |
| 30D | -12.1% | +11.6% | -23.7% | -13.0% |
| 3M | -1.9% | +10.5% | -12.4% | -2.8% |
| 6M | -1.8% | +13.2% | -15.1% | -2.7% |
| YTD | +65.8% | +22.1% | +43.7% | +55.9% |
| All | +57.1% | +24.7% | +32.3% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 1y: compounded portfolio wealth divided by compounded ED 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…
1y analysis · Full analysis span regression · 6 months rolling