+341.6%
CVE vs UUUU
+118.2%
+223.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.0% | +1.5% | +2.4% |
| 7D | +0.2% | +2.8% | -2.6% | -0.3% |
| 30D | +17.5% | +3.4% | +14.1% | +16.4% |
| 3M | +16.2% | -3.9% | +20.1% | +15.6% |
| 6M | +47.8% | -23.2% | +70.9% | +49.8% |
| YTD | +98.5% | +0.6% | +97.9% | +86.7% |
| 1Y | +109.8% | +22.9% | +86.9% | +81.3% |
| 3Y | +75.5% | +98.6% | -23.2% | +23.9% |
| 5Y | +341.6% | +130.2% | +211.3% | +184.3% |
| All | +341.6% | +118.2% | +223.4% | +184.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling