+15.5%
CVS vs CVE
+60.9%
-45.4%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.7% | -2.1% | +0.4% |
| 7D | +12.0% | +0.1% | +11.9% | +11.9% |
| 30D | +2.8% | -10.8% | +13.6% | +3.6% |
| 3M | -3.6% | -4.3% | +0.8% | -2.7% |
| 6M | -1.6% | -1.5% | -0.2% | -1.0% |
| YTD | +16.3% | +70.7% | -54.4% | +21.6% |
| 1Y | +15.5% | +58.1% | -42.6% | +19.0% |
| All | +15.5% | +60.9% | -45.4% | +19.0% |
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