+18.4%
MRSH vs CVE
+73.4%
-54.9%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -7.6% | +11.0% | +3.1% |
| 7D | +9.4% | -12.1% | +21.5% | +9.2% |
| 30D | +23.4% | -9.8% | +33.2% | +23.1% |
| 3M | +9.9% | -0.7% | +10.6% | +9.3% |
| 6M | +26.0% | -4.3% | +30.4% | +25.3% |
| YTD | +15.2% | +70.6% | -55.4% | +14.5% |
| 1Y | +18.4% | +73.2% | -54.7% | +17.4% |
| All | +18.4% | +73.4% | -54.9% | +17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling