+72.0%
SU vs CVE
+109.0%
-37.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.2% |
| 7D | +1.6% | +2.0% | -0.4% | +0.3% |
| 30D | +10.7% | +13.2% | -2.5% | +2.5% |
| 3M | +13.5% | +21.7% | -8.2% | +0.2% |
| 6M | +21.8% | +48.4% | -26.6% | -1.6% |
| YTD | +58.8% | +100.1% | -41.3% | +11.1% |
| 1Y | +72.0% | +107.8% | -35.8% | +17.1% |
| All | +72.0% | +109.0% | -37.0% | +17.1% |
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