+159.8%
CVE vs EME
+1,278.1%
-1,118.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.5% | 0.0% | +1.2% |
| 7D | +0.2% | +5.2% | -5.0% | -2.4% |
| 30D | +17.5% | -5.4% | +22.8% | +20.6% |
| 3M | +16.2% | -6.1% | +22.3% | +17.2% |
| 6M | +47.8% | +9.7% | +38.1% | +34.6% |
| YTD | +98.5% | +26.6% | +71.9% | +64.9% |
| 1Y | +109.8% | +24.6% | +85.1% | +70.4% |
| 3Y | +75.5% | +249.6% | -174.1% | -36.4% |
| 5Y | +341.6% | +556.6% | -215.0% | -5.8% |
| 10Y | +159.8% | +1,286.6% | -1,126.8% | -66.9% |
| All | +159.8% | +1,278.1% | -1,118.3% | -66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EME 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling