+143.5%
CVE vs MDY
+173.8%
-30.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.9% | +1.8% |
| 7D | +0.1% | +0.2% | -0.1% | -0.3% |
| 30D | -10.8% | +2.1% | -13.0% | -13.4% |
| 3M | -4.3% | -3.6% | -0.7% | -0.8% |
| 6M | -1.5% | +1.7% | -3.1% | -5.1% |
| YTD | +70.7% | +13.8% | +56.9% | +41.6% |
| 1Y | +58.1% | +15.5% | +42.6% | +28.3% |
| 3Y | +69.8% | +58.3% | +11.5% | -9.1% |
| 5Y | +148.9% | +37.4% | +111.5% | +55.9% |
| 10Y | +143.5% | +171.0% | -27.4% | -8.1% |
| All | +143.5% | +173.8% | -30.3% | -8.1% |
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