+622.3%
MSCI vs CVE
+159.5%
+462.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | -0.1% |
| 7D | +0.4% | +2.5% | -2.1% | 0.0% |
| 30D | +0.6% | +16.7% | -16.2% | -1.8% |
| 3M | -7.1% | +9.3% | -16.3% | -8.6% |
| 6M | +0.8% | +43.6% | -42.8% | -5.2% |
| YTD | +1.0% | +93.6% | -92.6% | -9.6% |
| 1Y | +4.3% | +98.8% | -94.4% | -7.3% |
| 3Y | +9.9% | +73.6% | -63.6% | -2.0% |
| 5Y | -6.8% | +312.5% | -319.2% | -29.2% |
| All | +622.3% | +159.5% | +462.9% | +363.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling