+1,820.6%
MKSI vs CVE
+89.9%
+1,730.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.3% | +5.6% | +4.6% |
| 7D | +1.8% | +2.5% | -0.7% | +1.0% |
| 30D | -16.8% | +16.7% | -33.5% | -20.6% |
| 3M | -21.1% | +9.3% | -30.4% | -23.7% |
| 6M | +10.8% | +43.6% | -32.7% | -1.9% |
| YTD | +63.3% | +93.6% | -30.3% | +31.8% |
| 1Y | +157.0% | +98.8% | +58.2% | +105.1% |
| 3Y | +163.7% | +73.6% | +90.1% | +116.9% |
| 5Y | +82.0% | +312.5% | -230.5% | +14.0% |
| 10Y | +467.2% | +161.0% | +306.2% | +232.3% |
| All | +1,820.6% | +89.9% | +1,730.7% | +1,074.8% |
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