+119.3%
NDAQ vs CVE
+54.6%
+64.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.7% | +0.1% | -2.4% |
| 7D | +1.2% | -14.1% | +15.2% | +2.2% |
| 30D | +15.8% | -11.6% | +27.4% | +16.5% |
| 3M | +13.4% | 0.0% | +13.3% | +12.6% |
| 6M | +20.9% | -8.4% | +29.3% | +21.0% |
| YTD | +11.1% | +65.9% | -54.8% | +2.1% |
| 1Y | +26.5% | +69.4% | -42.9% | +15.7% |
| All | +119.3% | +54.6% | +64.6% | +88.8% |
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 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