-5.3%
SYK vs CVE
+73.4%
-78.7%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -7.6% | +17.0% | +7.7% |
| 7D | +11.7% | -12.1% | +23.8% | +9.1% |
| 30D | +19.1% | -9.8% | +28.9% | +16.8% |
| 3M | +1.4% | -0.7% | +2.1% | +0.8% |
| 6M | +17.4% | -4.3% | +21.8% | +16.1% |
| YTD | -2.5% | +70.6% | -73.1% | +4.0% |
| 1Y | -5.3% | +73.2% | -78.4% | +2.3% |
| All | -5.3% | +73.4% | -78.7% | +2.3% |
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