+146.9%
CVE vs ET
+161.1%
-14.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.8% | +1.8% |
| 7D | +4.6% | +3.0% | +1.6% | +1.9% |
| 30D | -12.0% | -3.5% | -8.6% | -9.1% |
| 3M | -3.8% | -5.6% | +1.8% | +1.3% |
| 6M | -2.7% | +0.5% | -3.3% | -2.9% |
| YTD | +73.6% | +26.3% | +47.3% | +42.4% |
| 1Y | +62.0% | +25.7% | +36.4% | +33.6% |
| 3Y | +72.7% | +85.1% | -12.4% | 0.0% |
| 5Y | +153.9% | +216.4% | -62.5% | -5.9% |
| All | +146.9% | +161.1% | -14.1% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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