+2,111.6%
NOW vs CVE
+22.3%
+2,089.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.6% | +7.3% | +0.7% |
| 7D | -27.5% | -12.1% | -15.4% | -26.3% |
| 30D | -20.0% | -9.8% | -10.3% | -19.1% |
| 3M | -7.9% | -0.7% | -7.2% | -8.1% |
| 6M | +18.3% | -4.3% | +22.6% | +18.2% |
| YTD | -29.0% | +70.6% | -99.6% | -35.1% |
| 1Y | -38.7% | +73.2% | -111.9% | -44.2% |
| 3Y | -10.3% | +60.3% | -70.7% | -18.6% |
| 5Y | -22.5% | +159.3% | -181.8% | -35.2% |
| 10Y | +553.8% | +147.4% | +406.4% | +405.2% |
| All | +2,111.6% | +22.3% | +2,089.3% | +1,913.8% |
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 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