+130.1%
CVE vs SPXU
-99.5%
+229.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.0% | +7.5% | -2.3% |
| 7D | -10.1% | -1.5% | -8.6% | -10.4% |
| 30D | -12.1% | +9.7% | -21.8% | -8.4% |
| 3M | -1.9% | +8.4% | -10.3% | +1.8% |
| 6M | -1.8% | -5.7% | +3.9% | -3.7% |
| YTD | +65.8% | -25.4% | +91.2% | +48.3% |
| 1Y | +60.8% | -28.9% | +89.7% | +41.4% |
| 3Y | +70.1% | -81.2% | +151.3% | -5.8% |
| 5Y | +134.8% | -83.3% | +218.1% | +49.0% |
| 10Y | +130.1% | -99.5% | +229.6% | -41.8% |
| All | +130.1% | -99.5% | +229.6% | -41.8% |
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