+8,901.8%
SHOP vs CVE
+107.5%
+8,794.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -7.6% | +15.0% | +8.7% |
| 7D | -9.0% | -12.1% | +3.0% | -7.2% |
| 30D | -4.4% | -9.8% | +5.4% | -3.0% |
| 3M | +24.1% | -0.7% | +24.8% | +23.2% |
| 6M | +20.0% | -4.3% | +24.3% | +19.0% |
| YTD | -4.9% | +70.6% | -75.5% | -16.5% |
| 1Y | -4.9% | +73.2% | -78.1% | -16.8% |
| 3Y | +149.0% | +60.3% | +88.6% | +117.8% |
| 5Y | -0.7% | +159.3% | -160.0% | -21.0% |
| 10Y | +3,808.8% | +147.4% | +3,661.4% | +2,870.5% |
| All | +8,901.8% | +107.5% | +8,794.3% | +7,402.8% |
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 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