+135.5%
CVE vs TECH
-40.1%
+175.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.7% | -0.6% |
| 7D | -16.1% | +0.2% | -16.3% | -16.2% |
| 30D | -10.4% | +0.3% | -10.7% | -10.4% |
| 3M | -2.4% | +1.3% | -3.7% | -2.5% |
| 6M | -4.4% | +54.0% | -58.4% | -10.5% |
| YTD | +64.9% | +24.3% | +40.7% | +58.4% |
| 1Y | +66.0% | +25.8% | +40.2% | +58.8% |
| 3Y | +57.7% | +26.0% | +31.7% | +45.3% |
| All | +135.5% | -40.1% | +175.7% | +128.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 5y: compounded portfolio wealth divided by compounded TECH 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…
5y analysis · Full analysis span regression · 6 months rolling