+130.1%
CVE vs MDY
+180.7%
-50.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.2% | -2.7% | -3.1% |
| 7D | -10.1% | +0.7% | -10.7% | -11.0% |
| 30D | -12.1% | +1.3% | -13.4% | -13.8% |
| 3M | -1.9% | -4.1% | +2.2% | +2.2% |
| 6M | -1.8% | +1.0% | -2.8% | -4.8% |
| YTD | +65.8% | +13.3% | +52.5% | +38.2% |
| 1Y | +60.8% | +15.7% | +45.1% | +30.2% |
| 3Y | +70.1% | +59.6% | +10.6% | -9.8% |
| 5Y | +134.8% | +36.3% | +98.4% | +48.7% |
| 10Y | +130.1% | +173.6% | -43.5% | -11.6% |
| All | +130.1% | +180.7% | -50.6% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling