+89.9%
CVE vs PODD
+1,133.1%
-1,043.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.7% | -0.9% |
| 7D | +2.5% | +1.6% | +0.9% | +2.2% |
| 30D | +16.7% | +10.7% | +6.1% | +14.3% |
| 3M | +9.3% | +0.7% | +8.5% | +8.0% |
| 6M | +43.6% | -39.3% | +82.9% | +56.3% |
| YTD | +93.6% | -48.1% | +141.7% | +117.3% |
| 1Y | +98.8% | -57.4% | +156.2% | +131.7% |
| 3Y | +73.6% | -23.3% | +96.9% | +71.9% |
| 5Y | +312.5% | -51.3% | +363.7% | +335.6% |
| 10Y | +161.0% | +242.0% | -81.0% | +55.8% |
| All | +89.9% | +1,133.1% | -1,043.2% | -35.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling