+633.1%
DELL vs CVE
+150.7%
+482.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +2.7% | +9.1% | +11.0% |
| 7D | +0.4% | +0.1% | +0.3% | +0.5% |
| 30D | -35.1% | -10.8% | -24.3% | -32.8% |
| 3M | -15.1% | -4.3% | -10.8% | -14.3% |
| 6M | +51.7% | -1.5% | +53.2% | +50.4% |
| YTD | +200.0% | +70.7% | +129.3% | +145.9% |
| 1Y | +172.1% | +58.1% | +114.0% | +128.3% |
| 3Y | +431.2% | +69.8% | +361.4% | +321.1% |
| 5Y | +633.1% | +148.9% | +484.2% | +416.3% |
| All | +633.1% | +150.7% | +482.4% | +416.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling