+37.2%
UNP vs CVE
+60.9%
-23.7%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.2% | +0.4% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | +7.3% | -10.8% | +18.1% | +7.6% |
| 3M | +3.6% | -4.3% | +8.0% | +3.4% |
| 6M | +15.8% | -1.5% | +17.3% | +15.4% |
| YTD | +32.6% | +70.7% | -38.1% | +18.6% |
| 1Y | +37.2% | +58.1% | -20.9% | +24.4% |
| All | +37.2% | +60.9% | -23.7% | +24.4% |
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