+135.8%
CVE vs RCAT
-99.8%
+235.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -14.9% | +12.1% | -2.7% |
| 7D | -14.1% | -32.6% | +18.5% | -13.9% |
| 30D | -11.6% | -46.3% | +34.7% | -11.4% |
| 3M | 0.0% | -60.7% | +60.7% | +0.4% |
| 6M | -8.4% | -67.4% | +59.0% | -8.0% |
| YTD | +65.9% | -57.1% | +123.0% | +66.2% |
| 1Y | +69.4% | -63.8% | +133.2% | +69.8% |
| 3Y | +55.9% | +268.1% | -212.2% | +54.9% |
| 5Y | +146.2% | +25.2% | +121.0% | +144.7% |
| All | +135.8% | -99.8% | +235.6% | +145.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling