+135.5%
CVE vs GEN
+32.5%
+103.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.1% | -0.3% |
| 7D | -16.1% | +2.3% | -18.4% | -16.4% |
| 30D | -10.4% | +33.1% | -43.4% | -13.2% |
| 3M | -2.4% | +6.5% | -8.8% | -3.3% |
| 6M | -4.4% | +53.8% | -58.2% | -10.6% |
| YTD | +64.9% | +11.2% | +53.7% | +62.2% |
| 1Y | +66.0% | +19.4% | +46.6% | +61.3% |
| 3Y | +57.7% | +81.0% | -23.4% | +45.6% |
| All | +135.5% | +32.5% | +103.1% | +111.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling