+143.5%
CVE vs UUUU
+391.5%
-248.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.8% | -0.1% | +2.1% |
| 7D | +0.1% | -3.5% | +3.6% | +0.5% |
| 30D | -10.8% | -28.3% | +17.4% | -5.6% |
| 3M | -4.3% | -53.1% | +48.8% | +9.1% |
| 6M | -1.5% | -68.6% | +67.1% | +19.7% |
| YTD | +70.7% | -52.3% | +123.1% | +82.3% |
| 1Y | +58.1% | -55.8% | +113.9% | +69.8% |
| 3Y | +69.8% | -12.3% | +82.1% | +39.5% |
| 5Y | +148.9% | -36.9% | +185.8% | +104.6% |
| 10Y | +143.5% | +388.0% | -244.5% | +9.8% |
| All | +143.5% | +391.5% | -248.0% | +9.8% |
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