+62.0%
CVE vs UUUU
-58.0%
+120.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.6% | +5.3% | +1.7% |
| 7D | +4.6% | +1.4% | +3.3% | +4.6% |
| 30D | -12.0% | -27.9% | +15.9% | -11.6% |
| 3M | -3.8% | -53.8% | +50.0% | -2.7% |
| 6M | -2.7% | -68.1% | +65.4% | -0.7% |
| YTD | +73.6% | -54.1% | +127.7% | +75.4% |
| 1Y | +62.0% | -57.8% | +119.8% | +63.6% |
| All | +62.0% | -58.0% | +120.0% | +63.6% |
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