+70.1%
CVE vs MOH
-41.6%
+111.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.2% | +0.5% |
| 7D | -10.1% | -2.4% | -7.6% | -10.0% |
| 30D | -12.1% | +3.3% | -15.4% | -12.2% |
| 3M | -1.9% | +3.5% | -5.4% | -2.0% |
| 6M | -1.8% | +9.4% | -11.2% | -2.1% |
| YTD | +65.8% | +17.2% | +48.6% | +64.8% |
| 1Y | +60.8% | +33.7% | +27.1% | +59.8% |
| 3Y | +70.1% | -42.3% | +112.4% | +64.8% |
| All | +70.1% | -41.6% | +111.7% | +64.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling