+130.1%
CVE vs SIRI
0.0%
+130.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.3% |
| 7D | -10.1% | +11.4% | -21.5% | -12.9% |
| 30D | -12.1% | +24.2% | -36.4% | -17.4% |
| 3M | -1.9% | +11.1% | -13.0% | -5.2% |
| 6M | -1.8% | +23.9% | -25.7% | -8.7% |
| YTD | +65.8% | +70.0% | -4.2% | +39.6% |
| 1Y | +60.8% | +56.6% | +4.2% | +38.6% |
| 3Y | +70.1% | -21.4% | +91.5% | +70.7% |
| 5Y | +134.8% | -38.3% | +173.1% | +135.6% |
| 10Y | +130.1% | -3.5% | +133.6% | +120.4% |
| All | +130.1% | 0.0% | +130.1% | +120.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling