+18.3%
CVS vs CVE
+59.5%
-41.2%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.3% | +4.1% | +4.4% |
| 7D | -2.6% | -10.0% | +7.4% | -1.7% |
| 30D | +4.0% | -11.9% | +15.9% | +5.1% |
| 3M | -6.3% | -5.9% | -0.3% | -5.2% |
| 6M | -0.4% | -1.6% | +1.2% | +0.6% |
| YTD | +15.6% | +66.3% | -50.7% | +20.0% |
| 1Y | +18.3% | +57.5% | -39.2% | +22.3% |
| All | +18.3% | +59.5% | -41.2% | +22.3% |
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