+41.6%
SMH vs CVE
+61.2%
-19.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.1% |
| 7D | +12.1% | +4.6% | +7.4% | +11.9% |
| 30D | -14.7% | -12.0% | -2.7% | -14.8% |
| 3M | -14.2% | -3.8% | -10.4% | -14.2% |
| 6M | -10.6% | -2.7% | -7.9% | -10.3% |
| YTD | +39.3% | +73.6% | -34.3% | +34.6% |
| 1Y | +41.6% | +62.0% | -20.5% | +36.7% |
| All | +41.6% | +61.2% | -19.7% | +36.7% |
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