+25.8%
PSA vs CVE
+60.9%
-35.1%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.7% | -2.7% | +0.2% |
| 7D | -2.1% | +0.1% | -2.1% | -2.0% |
| 30D | +16.2% | -10.8% | +27.0% | +15.1% |
| 3M | +4.3% | -4.3% | +8.7% | +3.9% |
| 6M | +9.9% | -1.5% | +11.3% | +9.5% |
| YTD | +33.3% | +70.7% | -37.5% | +21.2% |
| 1Y | +25.8% | +58.1% | -32.3% | +16.5% |
| All | +25.8% | +60.9% | -35.1% | +16.5% |
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