+7.4%
XLU vs CVE
+107.3%
-99.9%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.5% | -1.7% | +0.8% |
| 7D | +2.1% | +0.2% | +1.9% | +2.1% |
| 30D | -0.4% | +17.5% | -17.9% | -1.0% |
| 3M | +0.5% | +16.2% | -15.7% | -0.1% |
| 6M | -5.8% | +47.8% | -53.5% | -8.2% |
| YTD | +3.1% | +98.5% | -95.3% | -3.1% |
| All | +7.4% | +107.3% | -99.9% | +0.7% |
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