+73.2%
CVE vs UUUU
-55.1%
+128.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.8% | -6.8% | -7.6% |
| 7D | -12.1% | -14.4% | +2.3% | -11.9% |
| 30D | -9.8% | -33.6% | +23.9% | -9.2% |
| 3M | -0.7% | -44.2% | +43.5% | +0.1% |
| 6M | -4.3% | -66.8% | +62.5% | -2.3% |
| YTD | +70.6% | -50.6% | +121.2% | +72.4% |
| 1Y | +73.2% | -57.8% | +130.9% | +75.6% |
| All | +73.2% | -55.1% | +128.3% | +75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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