+159.8%
CVE vs UUUU
+519.5%
-359.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.0% | +1.5% | +2.3% |
| 7D | +0.2% | +2.8% | -2.6% | -0.3% |
| 30D | +17.5% | +3.4% | +14.1% | +16.2% |
| 3M | +16.2% | -3.9% | +20.1% | +15.4% |
| 6M | +47.8% | -23.2% | +70.9% | +50.0% |
| YTD | +98.5% | +0.6% | +97.9% | +85.8% |
| 1Y | +109.8% | +22.9% | +86.9% | +80.5% |
| 3Y | +75.5% | +98.6% | -23.2% | +24.2% |
| 5Y | +341.6% | +130.2% | +211.3% | +179.3% |
| 10Y | +159.8% | +519.5% | -359.7% | +6.2% |
| All | +159.8% | +519.5% | -359.7% | +6.2% |
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