+24.0%
INTC vs CVE
+144.2%
-120.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.2% |
| 7D | -4.0% | -10.0% | +6.0% | -1.2% |
| 30D | -44.5% | -11.9% | -32.6% | -42.6% |
| 3M | -40.4% | -5.9% | -34.4% | -39.7% |
| 6M | -53.5% | -1.6% | -51.9% | -53.9% |
| YTD | +57.5% | +66.3% | -8.7% | +32.4% |
| 1Y | +51.2% | +57.5% | -6.3% | +28.9% |
| 3Y | +51.6% | +65.4% | -13.8% | +23.0% |
| All | +24.0% | +144.2% | -120.1% | -10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling