+24.0%
NDAQ vs CVE
+61.2%
-37.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -0.8% |
| 7D | +1.7% | +4.6% | -2.9% | +2.2% |
| 30D | +16.2% | -12.0% | +28.2% | +14.7% |
| 3M | +14.0% | -3.8% | +17.7% | +13.3% |
| 6M | +22.3% | -2.7% | +25.0% | +22.1% |
| YTD | +13.0% | +73.6% | -60.6% | +17.0% |
| 1Y | +24.0% | +62.0% | -38.0% | +28.8% |
| All | +24.0% | +61.2% | -37.2% | +28.8% |
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