+134.5%
CVE vs WING
+679.4%
-544.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.4% |
| 7D | -16.1% | +9.0% | -25.2% | -16.9% |
| 30D | -10.4% | +39.9% | -50.3% | -13.3% |
| 3M | -2.4% | +40.4% | -42.8% | -6.0% |
| 6M | -4.4% | +12.9% | -17.3% | -6.6% |
| YTD | +64.9% | -31.1% | +96.0% | +68.3% |
| 1Y | +66.0% | -32.7% | +98.7% | +69.5% |
| 3Y | +57.7% | -19.8% | +77.5% | +49.3% |
| 5Y | +144.7% | +4.0% | +140.8% | +115.1% |
| All | +134.5% | +679.4% | -544.9% | +13.5% |
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