+37.2%
MSCI vs CVE
+54.6%
-17.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.7% | 0.0% | -2.7% |
| 7D | +6.0% | -14.1% | +20.1% | +6.4% |
| 30D | +18.2% | -11.6% | +29.8% | +18.4% |
| 3M | +15.1% | 0.0% | +15.1% | +14.5% |
| 6M | +13.7% | -8.4% | +22.1% | +13.6% |
| YTD | +15.6% | +65.9% | -50.3% | +9.2% |
| 1Y | +16.3% | +69.4% | -53.1% | +9.6% |
| All | +37.2% | +54.6% | -17.4% | +20.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling