+1,946.6%
MSCI vs CVE
+89.9%
+1,856.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | 0.0% |
| 7D | +0.4% | +2.5% | -2.1% | -0.1% |
| 30D | +0.6% | +16.7% | -16.2% | -2.4% |
| 3M | -7.1% | +9.3% | -16.3% | -9.0% |
| 6M | +0.8% | +43.6% | -42.8% | -6.7% |
| YTD | +1.0% | +93.6% | -92.6% | -12.1% |
| 1Y | +4.3% | +98.8% | -94.4% | -9.9% |
| 3Y | +9.9% | +73.6% | -63.6% | -4.7% |
| 5Y | -6.8% | +312.5% | -319.2% | -34.3% |
| 10Y | +614.7% | +161.0% | +453.6% | +366.8% |
| All | +1,946.6% | +89.9% | +1,856.7% | +1,255.6% |
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