-51.2%
LULU vs CVE
+99.6%
-150.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -1.3% | -16.1% | -17.5% |
| 7D | -16.7% | +2.5% | -19.2% | -16.5% |
| 30D | -18.5% | +16.7% | -35.3% | -17.2% |
| 3M | -19.5% | +9.3% | -28.7% | -18.3% |
| 6M | -41.9% | +43.6% | -85.5% | -42.2% |
| YTD | -51.6% | +93.6% | -145.2% | -54.9% |
| 1Y | -51.2% | +98.8% | -149.9% | -56.3% |
| All | -51.2% | +99.6% | -150.8% | -56.3% |
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