+98.8%
CVE vs ZYBT
-83.2%
+182.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.3% |
| 7D | +2.5% | -6.9% | +9.4% | +2.5% |
| 30D | +16.7% | -31.8% | +48.5% | +16.7% |
| 3M | +9.3% | +94.0% | -84.7% | +8.5% |
| 6M | +43.6% | +99.0% | -55.4% | +42.4% |
| YTD | +93.6% | +40.0% | +53.6% | +91.4% |
| 1Y | +98.8% | -79.5% | +178.3% | +94.2% |
| All | +98.8% | -83.2% | +182.0% | +94.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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