+423.4%
CVI vs SPY
+311.8%
+111.7%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.3% | +3.6% | +3.4% |
| 7D | -5.6% | -0.9% | -4.7% | -4.4% |
| 30D | -31.1% | -2.4% | -28.7% | -29.3% |
| 3M | +19.3% | -1.2% | +20.4% | +20.4% |
| 6M | +16.8% | +3.3% | +13.5% | +11.3% |
| YTD | +60.6% | +12.3% | +48.3% | +36.9% |
| 1Y | +10.2% | +12.4% | -2.3% | -6.5% |
| 3Y | +42.2% | +78.8% | -36.6% | -33.3% |
| 5Y | +220.6% | +75.2% | +145.5% | +52.0% |
| 10Y | +423.4% | +311.1% | +112.3% | -46.7% |
| All | +423.4% | +311.8% | +111.7% | -46.7% |
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