+62.8%
CVE vs TECH
+409.9%
-347.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.7% | -2.7% |
| 7D | -14.1% | -0.1% | -14.0% | -14.1% |
| 30D | -11.6% | +0.3% | -11.9% | -11.7% |
| 3M | 0.0% | +1.0% | -1.0% | -0.3% |
| 6M | -8.4% | +28.6% | -37.0% | -16.0% |
| YTD | +65.9% | +24.1% | +41.8% | +51.4% |
| 1Y | +69.4% | +21.9% | +47.5% | +55.0% |
| 3Y | +55.9% | +25.7% | +30.2% | +32.8% |
| 5Y | +146.2% | -40.2% | +186.4% | +165.2% |
| 10Y | +140.6% | +210.1% | -69.4% | +17.0% |
| All | +62.8% | +409.9% | -347.1% | -47.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling