-10.8%
MDLN vs CVE
+92.7%
-103.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | -0.2% |
| 7D | +3.7% | +2.5% | +1.2% | +4.1% |
| 30D | -0.2% | +16.7% | -16.9% | +1.8% |
| 3M | +6.2% | +9.3% | -3.1% | +9.0% |
| 6M | -14.7% | +43.6% | -58.3% | -11.6% |
| YTD | -12.9% | +93.6% | -106.5% | -13.2% |
| All | -10.8% | +92.7% | -103.4% | -10.9% |
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 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