+135.5%
CVE vs PODD
-52.5%
+188.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.2% | +5.6% | 0.0% |
| 7D | -16.1% | -2.1% | -14.0% | -16.1% |
| 30D | -10.4% | +9.0% | -19.4% | -11.3% |
| 3M | -2.4% | +5.2% | -7.5% | -3.1% |
| 6M | -4.4% | -3.2% | -1.3% | -4.8% |
| YTD | +64.9% | -48.5% | +113.4% | +75.8% |
| 1Y | +66.0% | -54.7% | +120.7% | +79.6% |
| 3Y | +57.7% | -7.8% | +65.5% | +54.0% |
| All | +135.5% | -52.5% | +188.0% | +165.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling