+259.0%
CVE vs MNDY
-47.4%
+306.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.4% | +5.1% | -0.8% |
| 7D | +2.5% | -9.6% | +12.1% | +3.2% |
| 30D | +16.7% | -0.4% | +17.1% | +16.5% |
| 3M | +9.3% | +4.3% | +5.0% | +8.5% |
| 6M | +43.6% | +19.8% | +23.8% | +40.3% |
| YTD | +93.6% | -38.3% | +131.9% | +98.8% |
| 1Y | +98.8% | -50.1% | +148.8% | +107.2% |
| 3Y | +73.6% | -48.4% | +122.0% | +77.7% |
| 5Y | +312.5% | -76.0% | +388.5% | +318.3% |
| All | +259.0% | -47.4% | +306.4% | +262.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling