+442.1%
NUE vs CVE
+143.5%
+298.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.7% | -0.8% | +1.2% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | +3.8% | -10.8% | +14.6% | +6.9% |
| 3M | -3.7% | -4.3% | +0.7% | -3.0% |
| 6M | +13.2% | -1.5% | +14.7% | +12.2% |
| YTD | +61.6% | +70.7% | -9.1% | +35.6% |
| 1Y | +83.6% | +58.1% | +25.5% | +57.3% |
| 3Y | +78.6% | +69.8% | +8.8% | +46.9% |
| 5Y | +148.0% | +148.9% | -1.0% | +76.0% |
| All | +442.1% | +143.5% | +298.5% | +191.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling