+193.1%
MKSI vs CVE
+75.1%
+118.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.5% | -0.5% | +0.9% |
| 7D | +7.7% | +0.2% | +7.6% | +7.6% |
| 30D | -12.9% | +17.5% | -30.4% | -19.0% |
| 3M | -14.8% | +16.2% | -31.1% | -21.1% |
| 6M | +26.6% | +47.8% | -21.1% | +1.1% |
| YTD | +66.6% | +98.5% | -31.9% | +11.0% |
| 1Y | +144.6% | +109.8% | +34.8% | +55.9% |
| 3Y | +193.1% | +75.5% | +117.7% | +70.6% |
| All | +193.1% | +75.1% | +118.0% | +70.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling