+107.8%
CVE vs MOH
+9.6%
+98.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +0.8% |
| 7D | +2.0% | -4.2% | +6.2% | +2.1% |
| 30D | +13.2% | -2.4% | +15.6% | +13.2% |
| 3M | +21.7% | -4.4% | +26.1% | +21.8% |
| 6M | +48.4% | +32.9% | +15.4% | +47.8% |
| YTD | +100.1% | +11.9% | +88.2% | +97.5% |
| 1Y | +107.8% | +6.9% | +100.9% | +102.0% |
| All | +107.8% | +9.6% | +98.3% | +102.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 1y: compounded portfolio wealth divided by compounded MOH 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…
1y analysis · Full analysis span regression · 6 months rolling