-4.9%
SHOP vs CVE
+73.4%
-78.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -7.6% | +15.0% | +4.5% |
| 7D | -9.0% | -12.1% | +3.0% | -12.9% |
| 30D | -4.4% | -9.8% | +5.4% | -7.4% |
| 3M | +24.1% | -0.7% | +24.8% | +24.6% |
| 6M | +20.0% | -4.3% | +24.3% | +21.2% |
| YTD | -4.9% | +70.6% | -75.5% | +2.1% |
| 1Y | -4.9% | +73.2% | -78.1% | +2.8% |
| All | -4.9% | +73.4% | -78.3% | +2.8% |
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