+5.7%
FOXA vs CVE
+103.8%
-98.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.3% | -2.1% | -3.4% |
| 7D | -4.0% | +2.5% | -6.5% | -3.9% |
| 30D | +12.0% | +16.7% | -4.8% | +12.4% |
| 3M | +0.3% | +9.3% | -9.0% | +0.5% |
| 6M | +12.5% | +43.6% | -31.1% | +15.8% |
| YTD | -9.6% | +93.6% | -103.2% | -2.7% |
| All | +5.7% | +103.8% | -98.1% | +22.0% |
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