+65.8%
CVE vs MDY
+14.2%
+51.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.6% |
| 7D | +5.9% | +2.3% | +3.7% | +6.4% |
| 30D | -10.9% | +2.0% | -12.9% | -10.4% |
| 3M | -4.5% | -5.6% | +1.1% | -5.8% |
| 6M | -1.0% | +1.3% | -2.3% | -0.6% |
| YTD | +74.7% | +12.3% | +62.4% | +74.7% |
| 1Y | +65.8% | +15.8% | +50.0% | +65.9% |
| All | +65.8% | +14.2% | +51.6% | +65.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling