+21.9%
FIX vs CVE
+60.9%
-39.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.7% | +2.4% | +4.5% |
| 7D | +6.4% | +0.1% | +6.4% | +6.5% |
| 30D | -29.1% | -10.8% | -18.3% | -27.7% |
| 3M | -31.1% | -4.3% | -26.8% | -30.1% |
| 6M | -42.8% | -1.5% | -41.3% | -41.6% |
| YTD | +24.6% | +70.7% | -46.1% | +18.1% |
| 1Y | +21.9% | +58.1% | -36.2% | +19.1% |
| All | +21.9% | +60.9% | -39.0% | +19.1% |
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