+98.8%
CVE vs RCAT
-2.3%
+101.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.0% | +0.7% | -1.2% |
| 7D | +2.5% | -1.4% | +3.9% | +2.5% |
| 30D | +16.7% | -3.3% | +20.1% | +16.8% |
| 3M | +9.3% | -43.2% | +52.5% | +11.4% |
| 6M | +43.6% | -43.2% | +86.8% | +46.0% |
| YTD | +93.6% | +5.5% | +88.0% | +90.1% |
| 1Y | +98.8% | -1.6% | +100.4% | +104.3% |
| All | +98.8% | -2.3% | +101.1% | +104.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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