+1,475.0%
MKSI vs CVE
+63.1%
+1,411.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | +4.0% | -10.0% | +14.0% | +7.3% |
| 30D | -19.3% | -11.9% | -7.4% | -16.4% |
| 3M | -26.9% | -5.9% | -21.0% | -26.0% |
| 6M | -31.7% | -1.6% | -30.2% | -32.4% |
| YTD | +33.9% | +66.3% | -32.3% | +12.5% |
| 1Y | +34.9% | +57.5% | -22.6% | +14.8% |
| 3Y | +207.2% | +65.4% | +141.8% | +156.6% |
| 5Y | +41.1% | +144.2% | -103.0% | +2.1% |
| 10Y | +361.0% | +135.5% | +225.4% | +177.4% |
| All | +1,475.0% | +63.1% | +1,411.9% | +902.5% |
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