+58.1%
CVE vs SPXU
-28.1%
+86.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.9% | +6.6% | +3.1% |
| 7D | +0.1% | +1.5% | -1.5% | -0.4% |
| 30D | -10.8% | +6.4% | -17.2% | -11.7% |
| 3M | -4.3% | +4.2% | -8.6% | -5.0% |
| 6M | -1.5% | -7.8% | +6.3% | -0.7% |
| YTD | +70.7% | -27.5% | +98.2% | +77.7% |
| 1Y | +58.1% | -27.1% | +85.2% | +64.7% |
| All | +58.1% | -28.1% | +86.2% | +64.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling