-28.4%
SNDU vs CVE
+23.6%
-52.0%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | +0.7% | -12.1% | -11.9% |
| 7D | +9.0% | +5.9% | +3.0% | +4.9% |
| 30D | -67.4% | -10.9% | -56.6% | -65.1% |
| 3M | -75.6% | -4.5% | -71.1% | -74.7% |
| 6M | -84.0% | -1.0% | -83.0% | -82.9% |
| All | -28.4% | +23.6% | -52.0% | +1.1% |
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