+23.0%
KMI vs CVE
+61.2%
-38.2%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +0.9% |
| 7D | +6.0% | +4.6% | +1.4% | +4.9% |
| 30D | -3.4% | -12.0% | +8.6% | -0.7% |
| 3M | +1.8% | -3.8% | +5.6% | +2.5% |
| 6M | +0.4% | -2.7% | +3.2% | +0.8% |
| YTD | +20.8% | +73.6% | -52.8% | +5.7% |
| 1Y | +23.0% | +62.0% | -39.0% | +10.0% |
| All | +23.0% | +61.2% | -38.2% | +10.0% |
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