+236.7%
INTU vs CVE
+149.3%
+87.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.2% | +0.4% |
| 7D | +0.1% | +5.9% | -5.9% | -0.7% |
| 30D | +10.1% | -10.9% | +20.9% | +11.5% |
| 3M | -4.2% | -4.5% | +0.3% | -4.0% |
| 6M | -7.2% | -1.0% | -6.3% | -7.7% |
| YTD | -47.7% | +74.7% | -122.4% | -52.3% |
| 1Y | -46.7% | +65.8% | -112.5% | -51.0% |
| 3Y | -34.1% | +73.2% | -107.2% | -40.8% |
| 5Y | -43.3% | +155.6% | -198.9% | -52.8% |
| All | +236.7% | +149.3% | +87.5% | +129.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling