+143.5%
CVE vs PODD
+314.4%
-170.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.3% | +1.3% | +2.5% |
| 7D | +0.1% | -9.1% | +9.2% | +1.5% |
| 30D | -10.8% | +7.3% | -18.1% | -12.0% |
| 3M | -4.3% | +3.7% | -8.0% | -5.3% |
| 6M | -1.5% | -2.7% | +1.2% | -2.2% |
| YTD | +70.7% | -47.2% | +117.9% | +86.5% |
| 1Y | +58.1% | -54.0% | +112.1% | +76.6% |
| 3Y | +69.8% | -3.3% | +73.1% | +61.8% |
| 5Y | +148.9% | -52.3% | +201.2% | +163.8% |
| 10Y | +143.5% | +322.4% | -178.8% | +80.6% |
| All | +143.5% | +314.4% | -170.9% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling