+35.4%
MSI vs CVE
+59.5%
-24.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.1% |
| 7D | +7.4% | -10.0% | +17.4% | +7.1% |
| 30D | +18.7% | -11.9% | +30.6% | +18.4% |
| 3M | +14.5% | -5.9% | +20.4% | +14.4% |
| 6M | +38.1% | -1.6% | +39.7% | +38.3% |
| YTD | +38.7% | +66.3% | -27.6% | +36.3% |
| 1Y | +35.4% | +57.5% | -22.1% | +32.4% |
| All | +35.4% | +59.5% | -24.1% | +32.4% |
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