+57.1%
CVE vs SOLS
+35.1%
+22.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +9.7% | -9.2% | +0.2% |
| 7D | -10.1% | +8.0% | -18.1% | -10.3% |
| 30D | -12.1% | +3.7% | -15.9% | -12.2% |
| 3M | -1.9% | +4.6% | -6.4% | -1.9% |
| 6M | -1.8% | -18.5% | +16.6% | -1.2% |
| YTD | +65.8% | +31.4% | +34.3% | +54.1% |
| All | +57.1% | +35.1% | +22.0% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 1y: compounded portfolio wealth divided by compounded SOLS 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…
1y analysis · Full analysis span regression · 6 months rolling