-30.6%
VRSK vs CVE
+99.6%
-130.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -2.6% |
| 7D | -3.1% | +2.5% | -5.6% | -3.0% |
| 30D | -1.6% | +16.7% | -18.3% | -0.8% |
| 3M | +3.5% | +9.3% | -5.8% | +4.1% |
| 6M | -13.4% | +43.6% | -57.0% | -10.9% |
| YTD | -16.5% | +93.6% | -110.1% | -11.3% |
| 1Y | -30.6% | +98.8% | -129.3% | -25.1% |
| All | -30.6% | +99.6% | -130.2% | -25.1% |
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 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