+71.7%
NUE vs CVE
+74.2%
-2.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.7% | -4.1% | -3.6% |
| 7D | +2.8% | +5.9% | -3.2% | +1.1% |
| 30D | -2.1% | -10.9% | +8.8% | +0.8% |
| 3M | -7.3% | -4.5% | -2.8% | -6.8% |
| 6M | +8.9% | -1.0% | +9.8% | +7.4% |
| YTD | +55.6% | +74.7% | -19.1% | +22.6% |
| 1Y | +74.7% | +65.8% | +8.8% | +40.1% |
| 3Y | +71.7% | +73.2% | -1.5% | +28.1% |
| All | +71.7% | +74.2% | -2.6% | +28.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling