+319.1%
DELL vs CVE
+99.6%
+219.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +1.5% |
| 7D | +14.9% | +2.5% | +12.4% | +14.7% |
| 30D | +13.3% | +16.7% | -3.5% | +12.2% |
| 3M | +24.4% | +9.3% | +15.1% | +23.9% |
| 6M | +258.0% | +43.6% | +214.4% | +226.4% |
| YTD | +320.2% | +93.6% | +226.6% | +267.6% |
| 1Y | +319.1% | +98.8% | +220.3% | +273.5% |
| All | +319.1% | +99.6% | +219.5% | +273.5% |
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