+674.8%
HBAN vs CVE
+89.9%
+584.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.2% |
| 7D | +0.7% | +2.5% | -1.9% | -0.2% |
| 30D | -3.2% | +16.7% | -20.0% | -7.9% |
| 3M | +4.0% | +9.3% | -5.3% | +0.3% |
| 6M | +3.1% | +43.6% | -40.5% | -9.4% |
| YTD | 0.0% | +93.6% | -93.5% | -20.5% |
| 1Y | -1.2% | +98.8% | -99.9% | -22.5% |
| 3Y | +72.5% | +73.6% | -1.1% | +37.7% |
| 5Y | +39.3% | +312.5% | -273.2% | -20.1% |
| 10Y | +157.3% | +161.0% | -3.7% | +37.3% |
| All | +674.8% | +89.9% | +584.9% | +331.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling