-89.8%
CVKD vs SPY
+21.3%
-111.1%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.0% | -4.8% | -5.9% |
| 7D | -18.2% | +0.3% | -18.5% | -18.7% |
| 30D | -36.9% | +0.2% | -37.2% | -37.2% |
| 3M | -69.5% | +2.8% | -72.2% | -71.1% |
| 6M | -84.3% | +14.3% | -98.5% | -88.9% |
| YTD | -81.1% | +14.0% | -95.1% | -86.4% |
| All | -89.8% | +21.3% | -111.1% | -92.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling