+126.1%
HPQ vs CVE
+89.9%
+36.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.3% | +3.5% | +2.6% |
| 7D | +6.9% | +2.5% | +4.4% | +6.3% |
| 30D | +14.4% | +16.7% | -2.3% | +9.8% |
| 3M | +25.6% | +9.3% | +16.4% | +22.0% |
| 6M | +75.0% | +43.6% | +31.4% | +57.3% |
| YTD | +50.7% | +93.6% | -42.9% | +24.6% |
| 1Y | +18.7% | +98.8% | -80.1% | -3.0% |
| 3Y | +21.5% | +73.6% | -52.1% | +0.8% |
| 5Y | +31.6% | +312.5% | -280.9% | -16.5% |
| 10Y | +216.1% | +161.0% | +55.0% | +87.2% |
| All | +126.1% | +89.9% | +36.2% | +43.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling