+148.6%
CVE vs UUUU
+370.7%
-222.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +0.9% |
| 7D | +5.9% | -1.1% | +7.0% | +5.9% |
| 30D | -10.9% | -21.0% | +10.1% | -7.2% |
| 3M | -4.5% | -54.8% | +50.3% | +9.6% |
| 6M | -1.0% | -67.3% | +66.4% | +19.3% |
| YTD | +74.7% | -54.7% | +129.4% | +88.4% |
| 1Y | +65.8% | -57.4% | +123.3% | +79.3% |
| 3Y | +73.2% | -19.6% | +92.8% | +44.9% |
| 5Y | +155.6% | -40.0% | +195.6% | +112.1% |
| All | +148.6% | +370.7% | -222.1% | +13.2% |
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