-91.1%
CVKD vs SPY
+17.2%
-108.3%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | +0.4% |
| 7D | -7.8% | -2.0% | -5.8% | -3.9% |
| 30D | -39.2% | -1.7% | -37.5% | -37.0% |
| 3M | -71.5% | +4.7% | -76.2% | -74.2% |
| 6M | -85.3% | +12.5% | -97.8% | -89.3% |
| YTD | -82.6% | +11.7% | -94.3% | -87.0% |
| 1Y | -91.1% | +17.5% | -108.6% | -93.2% |
| All | -91.1% | +17.2% | -108.3% | -93.2% |
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