+87.4%
MKSI vs CVE
+350.0%
-262.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.1% | +0.7% |
| 7D | +6.6% | +2.0% | +4.7% | +5.9% |
| 30D | -8.2% | +13.2% | -21.4% | -12.2% |
| 3M | -16.4% | +21.7% | -38.1% | -22.7% |
| 6M | +23.0% | +48.4% | -25.4% | +4.0% |
| YTD | +68.2% | +100.1% | -31.9% | +25.7% |
| 1Y | +148.6% | +107.8% | +40.7% | +82.1% |
| 3Y | +196.0% | +76.9% | +119.1% | +119.3% |
| 5Y | +87.4% | +346.2% | -258.9% | +11.6% |
| All | +87.4% | +350.0% | -262.6% | +11.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling