+11,496.3%
URI vs CVE
+62.8%
+11,433.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.7% | -4.4% | -5.9% |
| 7D | -12.9% | -14.1% | +1.1% | -7.1% |
| 30D | -3.4% | -11.6% | +8.2% | +1.4% |
| 3M | -10.0% | 0.0% | -10.1% | -11.0% |
| 6M | +12.2% | -8.4% | +20.6% | +13.7% |
| YTD | +29.8% | +65.9% | -36.2% | -0.9% |
| 1Y | +24.6% | +69.4% | -44.8% | -6.1% |
| 3Y | +137.6% | +55.9% | +81.7% | +79.6% |
| 5Y | +176.6% | +146.2% | +30.5% | +57.1% |
| 10Y | +1,402.6% | +140.6% | +1,261.9% | +548.3% |
| All | +11,496.3% | +62.8% | +11,433.5% | +6,233.8% |
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