+343.7%
MKSI vs CVE
+147.6%
+196.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.7% | -2.4% |
| 7D | +25.3% | +4.6% | +20.6% | +23.8% |
| 30D | -10.5% | -12.0% | +1.5% | -7.5% |
| 3M | -27.7% | -3.8% | -24.0% | -27.3% |
| 6M | -28.8% | -2.7% | -26.1% | -29.2% |
| YTD | +39.0% | +73.6% | -34.6% | +16.3% |
| 1Y | +45.2% | +62.0% | -16.8% | +23.6% |
| 3Y | +218.8% | +72.7% | +146.1% | +164.6% |
| 5Y | +38.1% | +153.9% | -115.8% | +1.1% |
| All | +343.7% | +147.6% | +196.1% | +148.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling