+113.2%
HPE vs CVE
+56.7%
+56.4%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -9.7% | -10.0% | +0.3% | -7.3% |
| 30D | -34.8% | -11.9% | -22.9% | -32.6% |
| 3M | -12.1% | -5.9% | -6.2% | -10.6% |
| 6M | +53.7% | -1.6% | +55.3% | +54.0% |
| YTD | +101.9% | +66.3% | +35.7% | +77.2% |
| All | +113.2% | +56.7% | +56.4% | +87.4% |
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 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