+31.6%
PSA vs CVE
+144.2%
-112.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.1% | -0.5% |
| 7D | +7.4% | -14.1% | +21.5% | +8.5% |
| 30D | +19.1% | -11.6% | +30.7% | +20.0% |
| 3M | +5.1% | 0.0% | +5.0% | +4.7% |
| 6M | +16.2% | -8.4% | +24.6% | +16.4% |
| YTD | +35.2% | +65.9% | -30.8% | +26.7% |
| 1Y | +27.1% | +69.4% | -42.3% | +18.9% |
| 3Y | +51.7% | +55.9% | -4.2% | +40.3% |
| All | +31.6% | +144.2% | -112.7% | +17.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling