+31.7%
HUM vs CVE
+109.0%
-77.2%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.5% | -2.1% | +0.2% |
| 7D | +2.1% | +0.2% | +1.9% | +2.1% |
| 30D | +4.7% | +17.5% | -12.8% | +3.5% |
| 3M | +13.5% | +16.2% | -2.7% | +12.2% |
| 6M | +126.7% | +47.8% | +78.9% | +122.0% |
| YTD | +58.5% | +98.5% | -39.9% | +51.3% |
| 1Y | +31.7% | +109.8% | -78.0% | +23.4% |
| All | +31.7% | +109.0% | -77.2% | +23.4% |
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