+12.9%
KEY vs CVE
+148.3%
-135.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.7% | 0.0% | -1.9% |
| 7D | -2.5% | -14.1% | +11.6% | +1.7% |
| 30D | +4.1% | -11.6% | +15.7% | +7.4% |
| 3M | -8.4% | 0.0% | -8.4% | -9.2% |
| 6M | -2.3% | -8.4% | +6.1% | -1.4% |
| YTD | +4.6% | +65.9% | -61.3% | -15.3% |
| 1Y | +24.6% | +69.4% | -44.9% | -0.1% |
| 3Y | +112.8% | +55.9% | +56.9% | +70.3% |
| 5Y | +12.9% | +146.2% | -133.2% | -23.6% |
| All | +12.9% | +148.3% | -135.4% | -23.6% |
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 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