+10.9%
GE vs CVE
+60.9%
-50.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.7% | -1.2% | +2.2% |
| 7D | +4.0% | +0.1% | +4.0% | +4.0% |
| 30D | +11.1% | -10.8% | +21.9% | +7.8% |
| 3M | -6.7% | -4.3% | -2.4% | -7.5% |
| 6M | +14.3% | -1.5% | +15.7% | +15.4% |
| YTD | +11.7% | +70.7% | -59.0% | +10.8% |
| 1Y | +10.9% | +58.1% | -47.2% | +10.3% |
| All | +10.9% | +60.9% | -50.0% | +10.3% |
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