+341.6%
CVE vs MOH
-26.8%
+368.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.2% | +4.8% | +2.7% |
| 7D | +0.2% | -3.3% | +3.5% | +0.4% |
| 30D | +17.5% | -0.1% | +17.6% | +17.4% |
| 3M | +16.2% | -1.1% | +17.3% | +16.1% |
| 6M | +47.8% | +35.9% | +11.9% | +44.7% |
| YTD | +98.5% | +13.1% | +85.4% | +95.4% |
| 1Y | +109.8% | +11.8% | +98.0% | +105.8% |
| 3Y | +75.5% | -38.7% | +114.2% | +75.1% |
| 5Y | +341.6% | -25.1% | +366.7% | +306.5% |
| All | +341.6% | -26.8% | +368.4% | +306.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling