+341.6%
CVE vs MNDY
-78.2%
+419.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -8.1% | +10.7% | +3.2% |
| 7D | +0.2% | -13.3% | +13.5% | +1.2% |
| 30D | +17.5% | -10.2% | +27.6% | +18.2% |
| 3M | +16.2% | -0.1% | +16.3% | +15.6% |
| 6M | +47.8% | +6.3% | +41.4% | +45.4% |
| YTD | +98.5% | -43.3% | +141.8% | +105.6% |
| 1Y | +109.8% | -56.1% | +165.9% | +122.1% |
| 3Y | +75.5% | -51.1% | +126.6% | +80.3% |
| 5Y | +341.6% | -78.5% | +420.1% | +376.4% |
| All | +341.6% | -78.2% | +419.8% | +376.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MNDY 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling