+98.8%
CVE vs WU
-8.3%
+107.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.4% |
| 7D | +2.5% | -0.8% | +3.3% | +2.4% |
| 30D | +16.7% | -1.1% | +17.8% | +16.6% |
| 3M | +9.3% | -3.9% | +13.1% | +9.6% |
| 6M | +43.6% | -20.7% | +64.3% | +41.5% |
| YTD | +93.6% | -18.4% | +111.9% | +91.2% |
| 1Y | +98.8% | -8.1% | +106.8% | +95.5% |
| All | +98.8% | -8.3% | +107.0% | +95.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling