+320.2%
CVE vs PODD
-51.3%
+371.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.7% | -1.1% |
| 7D | +2.5% | +1.6% | +0.9% | +2.3% |
| 30D | +16.7% | +10.7% | +6.1% | +15.5% |
| 3M | +9.3% | +0.7% | +8.5% | +8.7% |
| 6M | +43.6% | -39.3% | +82.9% | +50.6% |
| YTD | +93.6% | -48.1% | +141.7% | +106.7% |
| 1Y | +98.8% | -57.4% | +156.2% | +117.0% |
| 3Y | +73.6% | -23.3% | +96.9% | +74.3% |
| All | +320.2% | -51.3% | +371.5% | +362.4% |
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