+33.9%
DAL vs CVE
+99.6%
-65.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.3% | +3.1% | +1.4% |
| 7D | +0.1% | +2.5% | -2.4% | +0.9% |
| 30D | -13.9% | +16.7% | -30.7% | -9.9% |
| 3M | +1.1% | +9.3% | -8.2% | +5.1% |
| 6M | +26.2% | +43.6% | -17.4% | +34.2% |
| YTD | +16.4% | +93.6% | -77.2% | +23.3% |
| 1Y | +33.9% | +98.8% | -64.9% | +43.5% |
| All | +33.9% | +99.6% | -65.8% | +43.5% |
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