+9.9%
CVS vs CVE
+67.8%
-58.0%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +3.1% |
| 7D | -7.1% | -16.1% | +9.0% | -6.0% |
| 30D | -4.0% | -10.4% | +6.4% | -3.0% |
| 3M | -12.2% | -2.4% | -9.9% | -11.2% |
| 6M | -2.2% | -4.4% | +2.3% | -1.3% |
| YTD | +8.9% | +64.9% | -56.0% | +13.4% |
| 1Y | +9.9% | +66.0% | -56.2% | +14.2% |
| All | +9.9% | +67.8% | -58.0% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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