+69.4%
CVE vs LTH
+83.0%
-13.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.5% | -2.7% |
| 7D | -14.1% | +5.3% | -19.4% | -13.4% |
| 30D | -11.6% | +18.3% | -29.9% | -9.9% |
| 3M | 0.0% | +5.4% | -5.3% | +0.9% |
| 6M | -8.4% | +62.5% | -70.9% | -4.6% |
| YTD | +65.9% | +79.6% | -13.7% | +73.0% |
| 1Y | +69.4% | +88.1% | -18.7% | +78.1% |
| All | +69.4% | +83.0% | -13.6% | +78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 1y: compounded portfolio wealth divided by compounded LTH 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…
1y analysis · Full analysis span regression · 6 months rolling