+67.5%
CVE vs UUUU
-42.3%
+109.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.8% | -0.1% | +2.3% |
| 7D | +0.1% | -3.5% | +3.6% | +0.4% |
| 30D | -10.8% | -28.3% | +17.4% | -7.2% |
| 3M | -4.3% | -53.1% | +48.8% | +4.8% |
| 6M | -1.5% | -68.6% | +67.1% | +12.7% |
| YTD | +70.7% | -52.3% | +123.1% | +79.7% |
| 1Y | +58.1% | -55.8% | +113.9% | +67.1% |
| 3Y | +69.8% | -12.3% | +82.1% | +52.6% |
| 5Y | +148.9% | -36.9% | +185.8% | +124.9% |
| 10Y | +143.5% | +388.0% | -244.5% | +59.0% |
| All | +67.5% | -42.3% | +109.7% | +12.3% |
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