+16.8%
XLI vs CVE
+109.0%
-92.2%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -3.0% | -0.4% |
| 7D | +1.0% | +0.2% | +0.8% | +1.0% |
| 30D | -5.8% | +17.5% | -23.3% | -5.2% |
| 3M | +0.7% | +16.2% | -15.5% | +1.6% |
| 6M | +3.2% | +47.8% | -44.6% | +1.6% |
| YTD | +13.0% | +98.5% | -85.5% | +7.7% |
| 1Y | +16.8% | +109.8% | -93.0% | +11.8% |
| All | +16.8% | +109.0% | -92.2% | +11.8% |
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 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