+73.2%
CVE vs WU
-18.0%
+91.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +5.4% | -13.1% | -6.9% |
| 7D | -12.1% | +8.2% | -20.3% | -11.1% |
| 30D | -9.8% | +8.0% | -17.8% | -8.8% |
| 3M | -0.7% | -6.6% | +5.9% | -1.1% |
| 6M | -4.3% | -23.3% | +18.9% | -5.0% |
| YTD | +70.6% | -22.4% | +93.0% | +68.3% |
| 1Y | +73.2% | -18.0% | +91.1% | +71.3% |
| All | +73.2% | -18.0% | +91.1% | +71.3% |
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