+129.2%
HPE vs CVE
+99.6%
+29.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.3% | -3.2% | -4.2% |
| 7D | -0.6% | +2.5% | -3.1% | -1.2% |
| 30D | -2.3% | +16.7% | -19.0% | -5.8% |
| 3M | -2.9% | +9.3% | -12.1% | -4.7% |
| 6M | +143.6% | +43.6% | +100.0% | +116.5% |
| YTD | +118.5% | +93.6% | +24.9% | +78.8% |
| 1Y | +129.2% | +98.8% | +30.4% | +91.0% |
| All | +129.2% | +99.6% | +29.6% | +91.0% |
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