+135.5%
CVE vs UUUU
-36.6%
+172.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.6% | -0.7% |
| 7D | -16.1% | -13.6% | -2.5% | -14.2% |
| 30D | -10.4% | -35.1% | +24.7% | -4.6% |
| 3M | -2.4% | -48.4% | +46.0% | +7.0% |
| 6M | -4.4% | -71.7% | +67.3% | +14.3% |
| YTD | +64.9% | -54.2% | +119.1% | +74.1% |
| 1Y | +66.0% | -56.0% | +122.0% | +74.8% |
| 3Y | +57.7% | -13.1% | +70.7% | +26.2% |
| All | +135.5% | -36.6% | +172.1% | +105.1% |
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