-87.0%
CVKD vs SPY
+12.1%
-99.1%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.7% |
| 7D | +54.1% | +2.6% | +51.5% | +48.0% |
| 30D | +48.0% | -2.0% | +50.0% | +51.7% |
| 3M | -18.8% | -2.8% | -16.0% | -15.6% |
| 6M | -71.6% | +2.1% | -73.7% | -73.9% |
| YTD | -77.7% | +11.5% | -89.2% | -84.3% |
| 1Y | -87.0% | +13.5% | -100.5% | -90.7% |
| All | -87.0% | +12.1% | -99.1% | -90.7% |
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 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