+1,085.7%
DELL vs CVE
+317.2%
+768.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +1.9% |
| 7D | +14.9% | +2.5% | +12.4% | +13.9% |
| 30D | +13.3% | +16.7% | -3.5% | +7.9% |
| 3M | +24.4% | +9.3% | +15.1% | +20.4% |
| 6M | +258.0% | +43.6% | +214.4% | +213.1% |
| YTD | +320.2% | +93.6% | +226.6% | +233.2% |
| 1Y | +319.1% | +98.8% | +220.3% | +227.3% |
| 3Y | +706.5% | +73.6% | +632.9% | +533.6% |
| All | +1,085.7% | +317.2% | +768.5% | +627.2% |
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