+75.5%
CVE vs MOH
-37.8%
+113.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.2% | +4.8% | +2.6% |
| 7D | +0.2% | -3.3% | +3.5% | +0.2% |
| 30D | +17.5% | -0.1% | +17.6% | +17.5% |
| 3M | +16.2% | -1.1% | +17.3% | +16.2% |
| 6M | +47.8% | +35.9% | +11.9% | +47.3% |
| YTD | +98.5% | +13.1% | +85.4% | +97.5% |
| 1Y | +109.8% | +11.8% | +98.0% | +108.3% |
| 3Y | +75.5% | -38.7% | +114.2% | +72.7% |
| All | +75.5% | -37.8% | +113.3% | +72.7% |
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