+98.8%
CVE vs TDY
+11.8%
+87.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.4% |
| 7D | +2.5% | -1.8% | +4.3% | +2.7% |
| 30D | +16.7% | -10.7% | +27.4% | +18.4% |
| 3M | +9.3% | -1.3% | +10.6% | +8.9% |
| 6M | +43.6% | -10.6% | +54.2% | +47.7% |
| YTD | +93.6% | +19.6% | +74.0% | +82.8% |
| 1Y | +98.8% | +11.6% | +87.1% | +88.8% |
| All | +98.8% | +11.8% | +87.0% | +88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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