+58.6%
CVE vs PODD
-4.4%
+63.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.4% | +2.6% | -2.5% |
| 7D | -14.1% | +2.4% | -16.4% | -14.2% |
| 30D | -11.6% | +15.9% | -27.5% | -12.3% |
| 3M | 0.0% | +17.2% | -17.1% | -0.9% |
| 6M | -8.4% | -6.8% | -1.6% | -8.1% |
| YTD | +65.9% | -45.1% | +111.0% | +73.7% |
| 1Y | +69.4% | -50.3% | +119.8% | +79.2% |
| All | +58.6% | -4.4% | +63.0% | +57.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling