-42.2%
INTU vs CVE
+142.8%
-185.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.7% |
| 7D | +0.1% | -16.1% | +16.3% | +2.1% |
| 30D | +15.4% | -10.4% | +25.8% | +16.6% |
| 3M | +6.6% | -2.4% | +8.9% | +6.3% |
| 6M | -11.3% | -4.4% | -6.9% | -11.5% |
| YTD | -47.7% | +64.9% | -112.7% | -52.1% |
| 1Y | -47.0% | +66.0% | -113.0% | -51.6% |
| 3Y | -29.9% | +57.7% | -87.6% | -37.2% |
| All | -42.2% | +142.8% | -185.0% | -52.2% |
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