+195.3%
EQT vs CVE
+350.0%
-154.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.3% |
| 7D | -2.0% | +2.0% | -4.0% | -2.9% |
| 30D | +1.0% | +13.2% | -12.2% | -4.8% |
| 3M | +4.0% | +21.7% | -17.7% | -5.8% |
| 6M | -11.7% | +48.4% | -60.1% | -27.8% |
| YTD | +2.8% | +100.1% | -97.3% | -27.9% |
| 1Y | +10.0% | +107.8% | -97.8% | -24.5% |
| 3Y | +34.1% | +76.9% | -42.7% | -3.3% |
| 5Y | +195.3% | +346.2% | -151.0% | +17.5% |
| All | +195.3% | +350.0% | -154.7% | +17.5% |
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 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