+130.1%
CVE vs PODD
+324.2%
-194.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.7% | +0.2% |
| 7D | -10.1% | -2.5% | -7.6% | -9.9% |
| 30D | -12.1% | +10.7% | -22.8% | -13.7% |
| 3M | -1.9% | +6.1% | -8.0% | -3.2% |
| 6M | -1.8% | -2.8% | +1.0% | -2.6% |
| YTD | +65.8% | -47.3% | +113.1% | +81.1% |
| 1Y | +60.8% | -53.2% | +114.0% | +79.1% |
| 3Y | +70.1% | -2.0% | +72.1% | +61.7% |
| 5Y | +134.8% | -52.9% | +187.7% | +149.5% |
| 10Y | +130.1% | +321.1% | -191.0% | +71.3% |
| All | +130.1% | +324.2% | -194.1% | +71.3% |
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