+76.8%
NUE vs CVE
+59.0%
+17.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.7% |
| 7D | -10.2% | -10.1% | -0.2% | -9.6% |
| 30D | -0.4% | -12.1% | +11.7% | +0.3% |
| 3M | -8.4% | -1.9% | -6.5% | -8.6% |
| 6M | +10.1% | -1.8% | +11.9% | +9.0% |
| YTD | +54.1% | +65.8% | -11.7% | +31.1% |
| All | +76.8% | +59.0% | +17.7% | +51.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling