+135.5%
CVE vs UUUU
+399.3%
-263.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -7.8% | +8.1% | +1.8% |
| 7D | -10.0% | -6.9% | -3.1% | -8.9% |
| 30D | -11.9% | -32.3% | +20.5% | -5.6% |
| 3M | -5.9% | -52.8% | +46.9% | +7.1% |
| 6M | -1.6% | -68.5% | +66.9% | +19.4% |
| YTD | +66.3% | -53.6% | +119.9% | +78.5% |
| 1Y | +57.5% | -59.1% | +116.6% | +71.9% |
| 3Y | +65.4% | -14.7% | +80.1% | +36.5% |
| 5Y | +144.2% | -35.4% | +179.6% | +99.4% |
| 10Y | +135.5% | +378.0% | -242.5% | +5.7% |
| All | +135.5% | +399.3% | -263.7% | +5.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling