+30.6%
UPS vs CVE
+73.4%
-42.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -7.6% | +12.4% | +3.9% |
| 7D | +8.2% | -12.1% | +20.3% | +6.9% |
| 30D | +22.7% | -9.8% | +32.5% | +21.4% |
| 3M | +6.4% | -0.7% | +7.1% | +6.2% |
| 6M | +22.6% | -4.3% | +26.9% | +21.8% |
| YTD | +20.7% | +70.6% | -49.9% | +20.0% |
| 1Y | +30.6% | +73.2% | -42.5% | +29.4% |
| All | +30.6% | +73.4% | -42.7% | +29.4% |
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