+98.8%
CVE vs STT
+75.3%
+23.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | +2.5% | +0.5% | +2.0% | +2.5% |
| 30D | +16.7% | +3.9% | +12.9% | +16.4% |
| 3M | +9.3% | +20.0% | -10.7% | +7.2% |
| 6M | +43.6% | +55.3% | -11.7% | +34.2% |
| YTD | +93.6% | +53.3% | +40.2% | +80.8% |
| 1Y | +98.8% | +74.7% | +24.1% | +82.5% |
| All | +98.8% | +75.3% | +23.4% | +82.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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