+58.1%
CVE vs PODD
-53.4%
+111.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.3% | +1.3% | +2.7% |
| 7D | +0.1% | -9.1% | +9.2% | -0.4% |
| 30D | -10.8% | +7.3% | -18.1% | -10.6% |
| 3M | -4.3% | +3.7% | -8.0% | -4.1% |
| 6M | -1.5% | -2.7% | +1.2% | -0.6% |
| YTD | +70.7% | -47.2% | +117.9% | +69.8% |
| 1Y | +58.1% | -54.0% | +112.1% | +58.8% |
| All | +58.1% | -53.4% | +111.5% | +58.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling