+89.9%
CVE vs UUUU
+20.6%
+69.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.4% |
| 7D | +2.5% | -1.4% | +3.9% | +2.7% |
| 30D | +16.7% | +16.3% | +0.4% | +14.0% |
| 3M | +9.3% | -16.7% | +26.0% | +10.9% |
| 6M | +43.6% | -33.7% | +77.3% | +48.2% |
| YTD | +93.6% | -0.5% | +94.1% | +86.1% |
| 1Y | +98.8% | +28.9% | +69.9% | +79.8% |
| 3Y | +73.6% | +99.9% | -26.3% | +40.2% |
| 5Y | +312.5% | +135.3% | +177.2% | +213.8% |
| 10Y | +161.0% | +518.4% | -357.3% | +61.1% |
| All | +89.9% | +20.6% | +69.3% | +16.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling