+143.5%
CVE vs FWONK
+308.2%
-164.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.0% | +0.6% | +1.8% |
| 7D | +0.1% | +12.4% | -12.3% | -5.3% |
| 30D | -10.8% | +18.5% | -29.3% | -17.9% |
| 3M | -4.3% | +8.6% | -12.9% | -8.7% |
| 6M | -1.5% | +19.8% | -21.3% | -11.0% |
| YTD | +70.7% | +12.9% | +57.9% | +56.9% |
| 1Y | +58.1% | +9.0% | +49.1% | +47.7% |
| 3Y | +69.8% | +63.8% | +6.0% | +24.6% |
| 5Y | +148.9% | +95.1% | +53.8% | +58.0% |
| 10Y | +143.5% | +292.8% | -149.3% | +18.1% |
| All | +143.5% | +308.2% | -164.6% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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