+64.7%
CVE vs SOLS
+10.3%
+54.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.4% | -6.0% | -0.7% |
| 7D | -16.1% | -4.2% | -11.9% | -16.0% |
| 30D | -10.4% | -3.9% | -6.5% | -10.2% |
| 3M | -2.4% | -6.6% | +4.2% | -2.1% |
| 6M | -4.4% | -29.1% | +24.7% | -3.6% |
| YTD | +64.9% | +19.8% | +45.2% | +61.9% |
| 1Y | +66.0% | +29.2% | +36.8% | +64.5% |
| All | +64.7% | +10.3% | +54.4% | +62.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling