+4,092.3%
REGN vs CVE
+89.9%
+4,002.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.7% |
| 7D | +4.2% | +2.5% | +1.7% | +3.9% |
| 30D | +7.8% | +16.7% | -8.9% | +5.8% |
| 3M | +31.8% | +9.3% | +22.5% | +30.1% |
| 6M | +5.4% | +43.6% | -38.2% | +0.3% |
| YTD | +7.7% | +93.6% | -85.9% | -1.4% |
| 1Y | +46.7% | +98.8% | -52.1% | +33.6% |
| 3Y | +0.5% | +73.6% | -73.1% | -8.2% |
| 5Y | +22.9% | +312.5% | -289.5% | -2.5% |
| 10Y | +115.0% | +161.0% | -46.1% | +72.1% |
| All | +4,092.3% | +89.9% | +4,002.4% | +3,242.7% |
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