+67.4%
CVE vs GEN
+395.9%
-328.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +4.0% | -11.6% | -8.7% |
| 7D | -12.1% | +26.9% | -38.9% | -18.1% |
| 30D | -9.8% | +38.6% | -48.4% | -18.2% |
| 3M | -0.7% | +9.7% | -10.5% | -4.6% |
| 6M | -4.3% | +58.9% | -63.2% | -18.7% |
| YTD | +70.6% | +15.3% | +55.3% | +58.5% |
| 1Y | +73.2% | +21.8% | +51.4% | +58.1% |
| 3Y | +60.3% | +85.8% | -25.5% | +25.2% |
| 5Y | +159.3% | +37.4% | +121.9% | +114.2% |
| 10Y | +147.4% | +174.0% | -26.6% | +45.7% |
| All | +67.4% | +395.9% | -328.5% | -34.2% |
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