+26.9%
KRE vs CVE
+73.4%
-46.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -7.6% | +9.4% | +1.2% |
| 7D | +2.8% | -12.1% | +14.9% | +1.9% |
| 30D | +5.3% | -9.8% | +15.1% | +4.5% |
| 3M | -4.2% | -0.7% | -3.5% | -4.2% |
| 6M | +8.7% | -4.3% | +13.0% | +8.9% |
| YTD | +16.4% | +70.6% | -54.2% | +12.7% |
| 1Y | +26.9% | +73.2% | -46.3% | +22.8% |
| All | +26.9% | +73.4% | -46.5% | +22.8% |
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