+23.3%
UPS vs CVE
+67.8%
-44.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.5% |
| 7D | 0.0% | -16.1% | +16.2% | -1.6% |
| 30D | +17.3% | -10.4% | +27.7% | +15.8% |
| 3M | +6.6% | -2.4% | +9.0% | +6.1% |
| 6M | +12.0% | -4.4% | +16.4% | +11.1% |
| YTD | +14.4% | +64.9% | -50.6% | +13.5% |
| 1Y | +23.3% | +66.0% | -42.7% | +22.2% |
| All | +23.3% | +67.8% | -44.5% | +22.2% |
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