+148.6%
CVE vs MDY
+165.3%
-16.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | +5.9% | +2.3% | +3.7% | +3.1% |
| 30D | -10.9% | +2.0% | -12.9% | -13.3% |
| 3M | -4.5% | -5.6% | +1.1% | +1.3% |
| 6M | -1.0% | +1.3% | -2.3% | -4.3% |
| YTD | +74.7% | +12.3% | +62.4% | +47.0% |
| 1Y | +65.8% | +15.8% | +50.0% | +34.0% |
| 3Y | +73.2% | +56.5% | +16.7% | -6.1% |
| 5Y | +155.6% | +35.1% | +120.5% | +63.3% |
| All | +148.6% | +165.3% | -16.8% | -5.6% |
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