+205.9%
CVE vs MNDY
-49.2%
+255.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.3% | +5.7% | -0.2% |
| 7D | -16.1% | -8.0% | -8.1% | -15.7% |
| 30D | -10.4% | +5.3% | -15.7% | -10.9% |
| 3M | -2.4% | +0.4% | -2.8% | -2.9% |
| 6M | -4.4% | +18.9% | -23.3% | -6.7% |
| YTD | +64.9% | -40.4% | +105.4% | +69.2% |
| 1Y | +66.0% | -51.4% | +117.5% | +73.2% |
| 3Y | +57.7% | -32.3% | +90.0% | +57.7% |
| 5Y | +144.7% | -74.9% | +219.7% | +147.9% |
| All | +205.9% | -49.2% | +255.1% | +208.4% |
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 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