+130.1%
CVE vs GEN
+166.9%
-36.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -10.1% | -0.3% | -9.8% | -10.1% |
| 30D | -12.1% | +28.2% | -40.3% | -16.8% |
| 3M | -1.9% | +2.6% | -4.5% | -3.3% |
| 6M | -1.8% | +32.7% | -34.5% | -9.2% |
| YTD | +65.8% | +11.3% | +54.5% | +58.7% |
| 1Y | +60.8% | +17.9% | +42.9% | +51.7% |
| 3Y | +70.1% | +66.3% | +3.8% | +45.9% |
| 5Y | +134.8% | +31.7% | +103.1% | +105.7% |
| 10Y | +130.1% | +150.0% | -19.9% | +66.6% |
| All | +130.1% | +166.9% | -36.8% | +66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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