+73.2%
CVE vs UUUU
+94.2%
-21.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.4% |
| 7D | +2.5% | -1.4% | +3.9% | +2.6% |
| 30D | +16.7% | +16.3% | +0.4% | +15.0% |
| 3M | +9.3% | -16.7% | +26.0% | +10.5% |
| 6M | +43.6% | -33.7% | +77.3% | +47.0% |
| YTD | +93.6% | -0.5% | +94.1% | +87.1% |
| 1Y | +98.8% | +28.9% | +69.9% | +80.3% |
| All | +73.2% | +94.2% | -21.1% | +36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling