+11,119.4%
URI vs CVE
+89.9%
+11,029.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +2.2% |
| 7D | -2.0% | +2.5% | -4.5% | -3.1% |
| 30D | -12.9% | +16.7% | -29.7% | -18.9% |
| 3M | -6.7% | +9.3% | -16.0% | -11.5% |
| 6M | +19.0% | +43.6% | -24.6% | -1.1% |
| YTD | +25.5% | +93.6% | -68.1% | -9.7% |
| 1Y | +5.5% | +98.8% | -93.2% | -25.7% |
| 3Y | +111.3% | +73.6% | +37.7% | +53.2% |
| 5Y | +198.6% | +312.5% | -113.9% | +34.0% |
| 10Y | +1,179.9% | +161.0% | +1,018.9% | +441.4% |
| All | +11,119.4% | +89.9% | +11,029.5% | +5,671.1% |
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