+89.3%
CVEO vs SPY
+308.5%
-219.2%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +1.9% | +1.9% |
| 7D | +11.2% | +3.3% | +7.9% | +7.6% |
| 30D | +15.7% | -2.7% | +18.3% | +18.7% |
| 3M | +9.0% | -1.7% | +10.7% | +10.7% |
| 6M | +12.6% | +3.1% | +9.5% | +8.5% |
| YTD | +58.9% | +11.9% | +47.0% | +40.3% |
| 1Y | +64.8% | +12.0% | +52.8% | +45.2% |
| 3Y | +75.5% | +78.2% | -2.7% | -8.4% |
| 5Y | +80.6% | +73.2% | +7.4% | -4.1% |
| All | +89.3% | +308.5% | -219.2% | -76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 10y: compounded portfolio wealth divided by compounded SPY 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…
10y analysis · Full analysis span regression · 6 months rolling