+144.2%
CVE vs PEG
+41.8%
+102.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | -10.0% | +2.6% | -12.6% | -10.8% |
| 30D | -11.9% | +3.3% | -15.2% | -12.9% |
| 3M | -5.9% | +1.1% | -7.0% | -6.5% |
| 6M | -1.6% | -1.4% | -0.1% | -1.5% |
| YTD | +66.3% | -4.6% | +70.8% | +67.6% |
| 1Y | +57.5% | -7.2% | +64.7% | +60.5% |
| 3Y | +65.4% | +33.7% | +31.7% | +42.5% |
| 5Y | +144.2% | +40.8% | +103.3% | +95.3% |
| All | +144.2% | +41.8% | +102.4% | +95.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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