-61.5%
DOCS vs CVE
+99.6%
-161.1%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.3% | -1.5% | -3.1% |
| 7D | -1.4% | +2.5% | -3.9% | -0.8% |
| 30D | +21.8% | +16.7% | +5.1% | +26.9% |
| 3M | +27.3% | +9.3% | +18.0% | +31.7% |
| 6M | -0.3% | +43.6% | -43.9% | +9.5% |
| YTD | -40.5% | +93.6% | -134.1% | -29.3% |
| 1Y | -61.5% | +98.8% | -160.3% | -53.1% |
| All | -61.5% | +99.6% | -161.1% | -53.1% |
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