+148.6%
CVE vs SPXU
-99.5%
+248.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.6% | +1.1% |
| 7D | +5.9% | -7.6% | +13.5% | +2.8% |
| 30D | -10.9% | +5.3% | -16.2% | -8.6% |
| 3M | -4.5% | +9.6% | -14.2% | -0.5% |
| 6M | -1.0% | -4.5% | +3.6% | -2.2% |
| YTD | +74.7% | -25.9% | +100.6% | +56.1% |
| 1Y | +65.8% | -28.9% | +94.7% | +45.7% |
| 3Y | +73.2% | -80.5% | +153.7% | -2.5% |
| 5Y | +155.6% | -83.4% | +239.0% | +61.8% |
| All | +148.6% | -99.5% | +248.1% | -36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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