+134.8%
CVE vs TECH
-41.1%
+175.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | -10.1% | +0.2% | -10.3% | -10.1% |
| 30D | -12.1% | +0.5% | -12.6% | -12.2% |
| 3M | -1.9% | +0.9% | -2.7% | -2.0% |
| 6M | -1.8% | +51.0% | -52.9% | -7.7% |
| YTD | +65.8% | +24.4% | +41.4% | +59.2% |
| 1Y | +60.8% | +27.6% | +33.3% | +53.5% |
| 3Y | +70.1% | +29.9% | +40.2% | +55.9% |
| 5Y | +134.8% | -40.6% | +175.4% | +127.0% |
| All | +134.8% | -41.1% | +175.9% | +127.0% |
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