-61.4%
OPEN vs CVE
-3.1%
-58.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -7.6% | +21.4% | +9.4% |
| 7D | +3.7% | -12.1% | +15.7% | -2.5% |
| 30D | -14.3% | -9.8% | -4.5% | -18.2% |
| 3M | -51.9% | -0.7% | -51.2% | -52.0% |
| 6M | -61.4% | -4.3% | -57.1% | -59.4% |
| All | -61.4% | -3.1% | -58.3% | -59.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling