+30.2%
CVE vs FWONK
+276.6%
-246.4%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -0.7% |
| 7D | +2.5% | -6.2% | +8.7% | +5.2% |
| 30D | +16.7% | -0.6% | +17.3% | +16.8% |
| 3M | +9.3% | +11.1% | -1.8% | +3.8% |
| 6M | +43.6% | +11.7% | +31.9% | +34.7% |
| YTD | +93.6% | -3.1% | +96.6% | +92.5% |
| 1Y | +98.8% | -4.2% | +102.9% | +97.8% |
| 3Y | +73.6% | +38.3% | +35.2% | +42.0% |
| 5Y | +312.5% | +92.2% | +220.3% | +180.2% |
| 10Y | +161.0% | +355.4% | -194.3% | +31.0% |
| All | +30.2% | +276.6% | -246.4% | -37.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling