-0.3%
SPOT vs CVE
+73.4%
-73.7%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -7.6% | +12.2% | +4.0% |
| 7D | +16.6% | -12.1% | +28.7% | +15.6% |
| 30D | +29.9% | -9.8% | +39.7% | +29.0% |
| 3M | +31.3% | -0.7% | +32.0% | +30.2% |
| 6M | +43.2% | -4.3% | +47.5% | +41.6% |
| YTD | +8.1% | +70.6% | -62.5% | +6.1% |
| 1Y | -0.3% | +73.2% | -73.5% | -2.8% |
| All | -0.3% | +73.4% | -73.7% | -2.8% |
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