+159.8%
CVE vs SIRI
-13.0%
+172.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +2.7% |
| 7D | +0.2% | +4.3% | -4.1% | -1.1% |
| 30D | +17.5% | -2.8% | +20.3% | +18.1% |
| 3M | +16.2% | +5.9% | +10.3% | +13.6% |
| 6M | +47.8% | +31.9% | +15.8% | +34.8% |
| YTD | +98.5% | +48.7% | +49.8% | +74.0% |
| 1Y | +109.8% | +23.2% | +86.5% | +93.1% |
| 3Y | +75.5% | -23.9% | +99.3% | +74.1% |
| 5Y | +341.6% | -43.4% | +385.0% | +346.0% |
| 10Y | +159.8% | -13.6% | +173.4% | +146.1% |
| All | +159.8% | -13.0% | +172.8% | +146.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SIRI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling