+36.3%
SMH vs CVE
+59.0%
-22.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.5% | +4.5% | +5.0% |
| 7D | -4.1% | -10.1% | +6.0% | -4.1% |
| 30D | -19.2% | -12.1% | -7.1% | -19.1% |
| 3M | -16.4% | -1.9% | -14.5% | -16.1% |
| 6M | -14.0% | -1.8% | -12.1% | -13.4% |
| YTD | +35.3% | +65.8% | -30.4% | +32.2% |
| All | +36.3% | +59.0% | -22.7% | +32.5% |
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