+38.5%
HLT vs CVE
+62.9%
-24.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | +0.2% |
| 7D | +0.7% | +5.9% | -5.2% | +1.6% |
| 30D | +13.7% | -10.9% | +24.6% | +12.1% |
| 3M | +16.3% | -4.5% | +20.9% | +16.0% |
| 6M | +19.9% | -1.0% | +20.9% | +20.9% |
| YTD | +30.1% | +74.7% | -44.7% | +26.7% |
| 1Y | +38.5% | +65.8% | -27.3% | +33.8% |
| All | +38.5% | +62.9% | -24.4% | +33.8% |
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