+43.4%
SMH vs CVE
+73.4%
-30.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -7.6% | +4.9% | -2.8% |
| 7D | -11.2% | -12.1% | +0.9% | -11.3% |
| 30D | -20.4% | -9.8% | -10.7% | -20.4% |
| 3M | -12.4% | -0.7% | -11.7% | -12.2% |
| 6M | -0.5% | -4.3% | +3.8% | -0.1% |
| YTD | +40.0% | +70.6% | -30.6% | +37.3% |
| 1Y | +43.4% | +73.2% | -29.8% | +40.2% |
| All | +43.4% | +73.4% | -30.0% | +40.2% |
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