+12,385.2%
URI vs CVE
+67.4%
+12,317.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -7.6% | +3.3% | -1.1% |
| 7D | -4.3% | -12.1% | +7.8% | +0.9% |
| 30D | +4.6% | -9.8% | +14.4% | +8.8% |
| 3M | -2.1% | -0.7% | -1.4% | -3.0% |
| 6M | +21.9% | -4.3% | +26.2% | +21.1% |
| YTD | +39.7% | +70.6% | -30.9% | +5.4% |
| 1Y | +32.9% | +73.2% | -40.3% | -0.9% |
| 3Y | +155.8% | +60.3% | +95.5% | +90.9% |
| 5Y | +202.4% | +159.3% | +43.1% | +67.7% |
| 10Y | +1,517.7% | +147.4% | +1,370.3% | +589.1% |
| All | +12,385.2% | +67.4% | +12,317.8% | +6,632.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling