+122.5%
DELL vs CVE
+67.8%
+54.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.2% | +3.7% |
| 7D | -22.6% | -16.1% | -6.4% | -21.8% |
| 30D | -43.2% | -10.4% | -32.8% | -42.5% |
| 3M | -24.8% | -2.4% | -22.5% | -24.4% |
| 6M | +38.0% | -4.4% | +42.4% | +38.8% |
| YTD | +163.7% | +64.9% | +98.8% | +130.2% |
| 1Y | +122.5% | +66.0% | +56.5% | +92.4% |
| All | +122.5% | +67.8% | +54.7% | +92.4% |
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