+116.4%
HPE vs CVE
+73.4%
+43.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -7.6% | +2.0% | -3.9% |
| 7D | -17.0% | -12.1% | -4.9% | -14.5% |
| 30D | -26.7% | -9.8% | -16.9% | -25.0% |
| 3M | -4.1% | -0.7% | -3.4% | -3.8% |
| 6M | +75.4% | -4.3% | +79.7% | +76.8% |
| YTD | +111.0% | +70.6% | +40.4% | +86.7% |
| 1Y | +116.4% | +73.2% | +43.3% | +88.7% |
| All | +116.4% | +73.4% | +43.1% | +88.7% |
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