+1,824.9%
NDAQ vs CVE
+89.9%
+1,734.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.5% | -1.7% |
| 7D | -2.4% | +2.5% | -4.9% | -2.8% |
| 30D | +2.5% | +16.7% | -14.3% | +0.1% |
| 3M | +9.9% | +9.3% | +0.7% | +8.1% |
| 6M | +9.4% | +43.6% | -34.2% | +2.9% |
| YTD | +0.4% | +93.6% | -93.2% | -10.1% |
| 1Y | +4.0% | +98.8% | -94.7% | -7.4% |
| 3Y | +94.4% | +73.6% | +20.8% | +73.7% |
| 5Y | +56.7% | +312.5% | -255.8% | +19.0% |
| 10Y | +375.3% | +161.0% | +214.3% | +248.6% |
| All | +1,824.9% | +89.9% | +1,734.9% | +1,399.6% |
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