+89.9%
CVE vs MOH
+1,269.1%
-1,179.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.1% |
| 7D | +2.5% | +0.4% | +2.1% | +2.4% |
| 30D | +16.7% | +2.9% | +13.8% | +16.0% |
| 3M | +9.3% | +4.1% | +5.1% | +7.9% |
| 6M | +43.6% | +33.8% | +9.8% | +34.7% |
| YTD | +93.6% | +15.7% | +77.9% | +84.0% |
| 1Y | +98.8% | +17.5% | +81.2% | +86.6% |
| 3Y | +73.6% | -35.3% | +108.9% | +75.3% |
| 5Y | +312.5% | -26.9% | +339.4% | +298.6% |
| 10Y | +161.0% | +262.9% | -101.9% | +71.6% |
| All | +89.9% | +1,269.1% | -1,179.2% | -27.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling