-18.9%
PINS vs CVE
+214.6%
-233.5%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.7% | -4.0% | -6.2% |
| 7D | -0.7% | -14.1% | +13.4% | +2.0% |
| 30D | -1.2% | -11.6% | +10.4% | +0.8% |
| 3M | -15.3% | 0.0% | -15.3% | -15.9% |
| 6M | -11.2% | -8.4% | -2.8% | -10.7% |
| YTD | -23.6% | +65.9% | -89.5% | -32.5% |
| 1Y | -23.1% | +69.4% | -92.6% | -32.6% |
| 3Y | -36.0% | +55.9% | -92.0% | -44.1% |
| 5Y | -57.2% | +146.2% | -203.3% | -66.6% |
| All | -18.9% | +214.6% | -233.5% | -41.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling