+162.3%
CVE vs GEN
+162.9%
-0.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -0.9% |
| 7D | +2.5% | -1.2% | +3.7% | +2.7% |
| 30D | +16.7% | +10.1% | +6.6% | +14.2% |
| 3M | +9.3% | +16.1% | -6.8% | +5.3% |
| 6M | +43.6% | +38.9% | +4.7% | +31.8% |
| YTD | +93.6% | +14.4% | +79.1% | +85.6% |
| 1Y | +98.8% | +5.9% | +92.9% | +94.0% |
| 3Y | +73.6% | +58.8% | +14.8% | +51.6% |
| 5Y | +312.5% | +24.7% | +287.8% | +270.7% |
| All | +162.3% | +162.9% | -0.6% | +89.8% |
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