+207.4%
CVE vs MNDY
-53.8%
+261.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -9.1% | +9.6% | +1.1% |
| 7D | -10.1% | -16.1% | +6.0% | -9.1% |
| 30D | -12.1% | -10.2% | -2.0% | -11.7% |
| 3M | -1.9% | -14.2% | +12.3% | -1.4% |
| 6M | -1.8% | +10.9% | -12.7% | -3.8% |
| YTD | +65.8% | -45.8% | +111.6% | +71.1% |
| 1Y | +60.8% | -57.8% | +118.7% | +69.5% |
| 3Y | +70.1% | -41.0% | +111.2% | +71.9% |
| 5Y | +134.8% | -82.0% | +216.8% | +139.0% |
| All | +207.4% | -53.8% | +261.3% | +211.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling