+41.2%
CVI vs SPY
+78.7%
-37.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.2% | +3.9% |
| 7D | +7.6% | +0.5% | +7.0% | +7.2% |
| 30D | +48.5% | -0.9% | +49.5% | +49.3% |
| 3M | +38.9% | +3.9% | +35.0% | +35.4% |
| 6M | +73.0% | +14.5% | +58.4% | +57.3% |
| YTD | +82.4% | +12.9% | +69.5% | +67.7% |
| 1Y | +50.5% | +19.4% | +31.2% | +32.3% |
| 3Y | +41.2% | +78.5% | -37.2% | -12.0% |
| All | +41.2% | +78.7% | -37.5% | -12.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling