+105.3%
KLAC vs CVE
+103.8%
+1.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.3% | +8.6% | +7.3% |
| 7D | +5.7% | +2.5% | +3.2% | +5.7% |
| 30D | -3.6% | +16.7% | -20.4% | -4.0% |
| 3M | -12.8% | +9.3% | -22.1% | -12.5% |
| 6M | +26.1% | +43.6% | -17.5% | +20.1% |
| YTD | +53.3% | +93.6% | -40.3% | +41.5% |
| All | +105.3% | +103.8% | +1.5% | +91.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling