+111.8%
HOOD vs CVE
+148.3%
-36.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -2.7% | -7.6% | -9.5% |
| 7D | -14.4% | -14.1% | -0.3% | -10.6% |
| 30D | -30.0% | -11.6% | -18.4% | -27.7% |
| 3M | -15.5% | 0.0% | -15.6% | -16.5% |
| 6M | +1.8% | -8.4% | +10.2% | +2.5% |
| YTD | -30.7% | +65.9% | -96.6% | -45.3% |
| 1Y | -45.0% | +69.4% | -114.4% | -57.0% |
| 3Y | +709.0% | +55.9% | +653.1% | +523.1% |
| 5Y | +111.8% | +146.2% | -34.4% | +31.8% |
| All | +111.8% | +148.3% | -36.5% | +31.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling