+73.2%
CVE vs MDY
+48.1%
+25.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.4% |
| 7D | +2.5% | +0.1% | +2.4% | +2.4% |
| 30D | +16.7% | -1.5% | +18.2% | +17.8% |
| 3M | +9.3% | +0.8% | +8.5% | +8.2% |
| 6M | +43.6% | +7.4% | +36.2% | +34.5% |
| YTD | +93.6% | +15.2% | +78.4% | +70.7% |
| 1Y | +98.8% | +16.5% | +82.2% | +73.1% |
| All | +73.2% | +48.1% | +25.1% | +28.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling