+146.9%
CVE vs GEN
+147.0%
-0.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.8% | +2.3% |
| 7D | +4.6% | -3.0% | +7.6% | +5.2% |
| 30D | -12.0% | +24.7% | -36.7% | -16.3% |
| 3M | -3.8% | +4.1% | -7.9% | -5.5% |
| 6M | -2.7% | +36.0% | -38.8% | -10.6% |
| YTD | +73.6% | +10.9% | +62.7% | +66.3% |
| 1Y | +62.0% | +12.2% | +49.9% | +54.7% |
| 3Y | +72.7% | +63.3% | +9.4% | +48.7% |
| 5Y | +153.9% | +29.0% | +124.9% | +123.7% |
| All | +146.9% | +147.0% | -0.1% | +77.8% |
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