+24.7%
QQQ vs CVE
+109.0%
-84.3%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | 0.0% |
| 7D | +1.5% | +0.2% | +1.3% | +1.5% |
| 30D | -0.6% | +17.5% | -18.1% | -0.2% |
| 3M | +0.4% | +16.2% | -15.8% | +1.1% |
| 6M | +20.1% | +47.8% | -27.7% | +19.6% |
| YTD | +17.2% | +98.5% | -81.3% | +15.1% |
| 1Y | +24.7% | +109.8% | -85.1% | +24.2% |
| All | +24.7% | +109.0% | -84.3% | +24.2% |
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