+29.2%
SNPS vs CVE
+148.3%
-119.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.7% | -2.1% | -4.5% |
| 7D | -10.2% | -14.1% | +3.9% | -8.3% |
| 30D | -12.8% | -11.6% | -1.2% | -11.5% |
| 3M | +9.9% | 0.0% | +9.8% | +9.3% |
| 6M | -12.4% | -8.4% | -4.0% | -12.0% |
| YTD | -6.3% | +65.9% | -72.2% | -15.6% |
| 1Y | +7.6% | +69.4% | -61.8% | -3.6% |
| 3Y | -9.8% | +55.9% | -65.7% | -20.4% |
| 5Y | +29.2% | +146.2% | -116.9% | +0.2% |
| All | +29.2% | +148.3% | -119.1% | +0.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling