+62.8%
CVE vs GEN
+391.2%
-328.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -2.5% |
| 7D | -14.1% | +8.5% | -22.6% | -16.1% |
| 30D | -11.6% | +34.2% | -45.8% | -19.1% |
| 3M | 0.0% | +10.0% | -9.9% | -4.0% |
| 6M | -8.4% | +56.8% | -65.2% | -21.8% |
| YTD | +65.9% | +14.2% | +51.7% | +54.6% |
| 1Y | +69.4% | +20.8% | +48.6% | +55.1% |
| 3Y | +55.9% | +84.1% | -28.1% | +22.1% |
| 5Y | +146.2% | +37.1% | +109.1% | +103.3% |
| 10Y | +140.6% | +171.5% | -30.8% | +42.0% |
| All | +62.8% | +391.2% | -328.5% | -35.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling