+23.1%
HPQ vs CVE
+60.9%
-37.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.7% | -0.8% | +1.9% |
| 7D | -3.2% | +0.1% | -3.3% | -3.3% |
| 30D | -3.0% | -10.8% | +7.8% | -3.2% |
| 3M | +0.6% | -4.3% | +4.9% | +0.3% |
| 6M | +36.6% | -1.5% | +38.0% | +34.9% |
| YTD | +35.0% | +70.7% | -35.7% | +26.1% |
| 1Y | +23.1% | +58.1% | -35.0% | +14.8% |
| All | +23.1% | +60.9% | -37.8% | +14.8% |
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