+119.9%
NDAQ vs CVE
+53.7%
+66.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.3% |
| 7D | +0.8% | -16.1% | +17.0% | +2.0% |
| 30D | +16.5% | -10.4% | +26.9% | +17.1% |
| 3M | +13.5% | -2.4% | +15.9% | +13.0% |
| 6M | +20.9% | -4.4% | +25.4% | +20.5% |
| YTD | +11.4% | +64.9% | -53.5% | +2.5% |
| 1Y | +25.9% | +66.0% | -40.1% | +15.5% |
| 3Y | +119.9% | +57.7% | +62.2% | +89.4% |
| All | +119.9% | +53.7% | +66.1% | +89.4% |
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