+67.8%
ZETA vs CVE
+99.6%
-31.8%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.3% | -2.8% | -4.2% |
| 7D | +2.7% | +2.5% | +0.2% | +3.0% |
| 30D | +15.8% | +16.7% | -0.9% | +18.9% |
| 3M | +35.4% | +9.3% | +26.2% | +37.8% |
| 6M | +67.1% | +43.6% | +23.5% | +76.4% |
| YTD | +54.1% | +93.6% | -39.5% | +66.1% |
| 1Y | +67.8% | +98.8% | -30.9% | +89.6% |
| All | +67.8% | +99.6% | -31.8% | +89.6% |
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