+341.6%
CVE vs KEEL
-36.1%
+377.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +7.5% | -5.0% | +2.0% |
| 7D | +0.2% | +21.5% | -21.3% | -1.3% |
| 30D | +17.5% | -3.9% | +21.4% | +17.3% |
| 3M | +16.2% | -34.1% | +50.3% | +18.4% |
| 6M | +47.8% | +82.8% | -35.1% | +37.4% |
| YTD | +98.5% | +58.7% | +39.8% | +85.3% |
| 1Y | +109.8% | +191.4% | -81.6% | +81.6% |
| 3Y | +75.5% | +205.7% | -130.3% | +40.2% |
| 5Y | +341.6% | -37.0% | +378.6% | +289.4% |
| All | +341.6% | -36.1% | +377.7% | +289.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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