-29.9%
INTU vs CVE
+53.7%
-83.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.7% |
| 7D | +0.1% | -16.1% | +16.3% | +1.0% |
| 30D | +15.4% | -10.4% | +25.8% | +15.9% |
| 3M | +6.6% | -2.4% | +8.9% | +6.2% |
| 6M | -11.3% | -4.4% | -6.9% | -11.6% |
| YTD | -47.7% | +64.9% | -112.7% | -50.8% |
| 1Y | -47.0% | +66.0% | -113.0% | -50.2% |
| 3Y | -29.9% | +57.7% | -87.6% | -37.6% |
| All | -29.9% | +53.7% | -83.7% | -37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling