+60.2%
ROKU vs CVE
+99.6%
-39.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | -1.8% |
| 7D | -1.3% | +2.5% | -3.8% | -1.1% |
| 30D | +5.9% | +16.7% | -10.9% | +7.1% |
| 3M | +23.9% | +9.3% | +14.6% | +25.0% |
| 6M | +59.6% | +43.6% | +16.0% | +60.7% |
| YTD | +43.4% | +93.6% | -50.2% | +47.2% |
| 1Y | +60.2% | +98.8% | -38.6% | +67.5% |
| All | +60.2% | +99.6% | -39.4% | +67.5% |
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