+47.6%
ON vs CVE
+73.4%
-25.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -7.6% | +5.8% | -1.6% |
| 7D | -5.8% | -12.1% | +6.3% | -5.5% |
| 30D | -17.1% | -9.8% | -7.3% | -16.9% |
| 3M | -11.8% | -0.7% | -11.1% | -11.5% |
| 6M | -30.2% | -4.3% | -25.9% | -29.7% |
| YTD | +31.6% | +70.6% | -39.0% | +28.0% |
| 1Y | +47.6% | +73.2% | -25.6% | +42.3% |
| All | +47.6% | +73.4% | -25.8% | +42.3% |
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 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