+119.7%
CVE vs ZYBT
-58.1%
+177.8%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.9% | +4.4% | +2.5% |
| 7D | +0.2% | -4.2% | +4.4% | +0.2% |
| 30D | +17.5% | -16.4% | +33.9% | +17.5% |
| 3M | +16.2% | +82.9% | -66.7% | +14.7% |
| 6M | +47.8% | +110.7% | -62.9% | +43.8% |
| YTD | +98.5% | +37.4% | +61.1% | +95.4% |
| 1Y | +109.8% | -80.6% | +190.4% | +119.0% |
| All | +119.7% | -58.1% | +177.8% | +96.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling