+1,868.9%
MCK vs CVE
+71.4%
+1,797.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.7% | +2.3% |
| 7D | +4.0% | +5.9% | -2.0% | +3.2% |
| 30D | +12.9% | -10.9% | +23.8% | +14.4% |
| 3M | +28.9% | -4.5% | +33.4% | +29.2% |
| 6M | +49.9% | -1.0% | +50.9% | +49.2% |
| YTD | +34.8% | +74.7% | -39.9% | +23.8% |
| 1Y | +30.8% | +65.8% | -35.0% | +20.9% |
| 3Y | +137.4% | +73.2% | +64.3% | +114.0% |
| 5Y | +403.3% | +155.6% | +247.7% | +314.6% |
| 10Y | +731.9% | +149.3% | +582.7% | +522.7% |
| All | +1,868.9% | +71.4% | +1,797.5% | +1,378.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling