+159.5%
CVE vs TECH
-41.0%
+200.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | +5.9% | +0.1% | +5.8% | +5.9% |
| 30D | -10.9% | +0.5% | -11.4% | -10.9% |
| 3M | -4.5% | +1.1% | -5.6% | -4.7% |
| 6M | -1.0% | +62.8% | -63.8% | -7.9% |
| YTD | +74.7% | +24.5% | +50.3% | +67.7% |
| 1Y | +65.8% | +20.6% | +45.2% | +59.9% |
| 3Y | +73.2% | +29.5% | +43.7% | +58.8% |
| All | +159.5% | -41.0% | +200.4% | +151.8% |
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