+57.5%
CVE vs UUUU
-58.9%
+116.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -7.8% | +8.1% | +0.4% |
| 7D | -10.0% | -6.9% | -3.1% | -9.9% |
| 30D | -11.9% | -32.3% | +20.5% | -11.4% |
| 3M | -5.9% | -52.8% | +46.9% | -5.1% |
| 6M | -1.6% | -68.5% | +66.9% | +0.3% |
| YTD | +66.3% | -53.6% | +119.9% | +68.7% |
| 1Y | +57.5% | -59.1% | +116.6% | +59.7% |
| All | +57.5% | -58.9% | +116.4% | +59.7% |
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 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