+2,029.7%
NDAQ vs CVE
+62.8%
+1,967.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.7% | +0.1% | -2.2% |
| 7D | +1.2% | -14.1% | +15.2% | +3.3% |
| 30D | +15.8% | -11.6% | +27.4% | +17.6% |
| 3M | +13.4% | 0.0% | +13.3% | +12.9% |
| 6M | +20.9% | -8.4% | +29.3% | +21.5% |
| YTD | +11.1% | +65.9% | -54.8% | +1.4% |
| 1Y | +26.5% | +69.4% | -42.9% | +15.0% |
| 3Y | +121.5% | +55.9% | +65.6% | +100.5% |
| 5Y | +61.3% | +146.2% | -84.8% | +32.5% |
| 10Y | +480.0% | +140.6% | +339.4% | +326.5% |
| All | +2,029.7% | +62.8% | +1,967.0% | +1,591.2% |
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