+146.4%
CVE vs WING
+405.9%
-259.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.2% |
| 7D | +2.5% | -3.9% | +6.4% | +2.9% |
| 30D | +16.7% | -11.6% | +28.3% | +18.0% |
| 3M | +9.3% | -24.2% | +33.5% | +12.0% |
| 6M | +43.6% | -54.1% | +97.7% | +55.4% |
| YTD | +93.6% | -53.9% | +147.5% | +107.8% |
| 1Y | +98.8% | -64.4% | +163.1% | +119.7% |
| 3Y | +73.6% | -30.2% | +103.8% | +63.6% |
| 5Y | +312.5% | -34.1% | +346.6% | +278.8% |
| 10Y | +161.0% | +342.1% | -181.1% | +41.9% |
| All | +146.4% | +405.9% | -259.4% | +23.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling