+66.6%
WDC vs CVE
+59.0%
+7.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.5% | +9.3% | +9.8% |
| 7D | -14.4% | -10.1% | -4.3% | -13.4% |
| 30D | -27.1% | -12.1% | -15.0% | -26.0% |
| 3M | -33.3% | -1.9% | -31.4% | -33.2% |
| 6M | -39.6% | -1.8% | -37.8% | -39.0% |
| YTD | +68.4% | +65.8% | +2.6% | +60.3% |
| All | +66.6% | +59.0% | +7.6% | +56.9% |
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