+148.6%
CVE vs WING
+620.3%
-471.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +5.9% | -2.5% | +8.4% | +6.1% |
| 30D | -10.9% | +29.5% | -40.4% | -13.2% |
| 3M | -4.5% | +40.2% | -44.7% | -8.1% |
| 6M | -1.0% | +32.7% | -33.7% | -4.9% |
| YTD | +74.7% | -32.8% | +107.5% | +78.6% |
| 1Y | +65.8% | -31.7% | +97.5% | +68.7% |
| 3Y | +73.2% | -24.7% | +97.9% | +65.3% |
| 5Y | +155.6% | -0.5% | +156.1% | +125.9% |
| All | +148.6% | +620.3% | -471.7% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling