+130.1%
CVE vs RGEN
+508.6%
-378.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.1% | -2.6% | +0.2% |
| 7D | -10.1% | +3.5% | -13.5% | -10.4% |
| 30D | -12.1% | +2.9% | -15.0% | -12.5% |
| 3M | -1.9% | +9.2% | -11.0% | -3.2% |
| 6M | -1.8% | +44.9% | -46.8% | -7.0% |
| YTD | +65.8% | +9.2% | +56.6% | +62.2% |
| 1Y | +60.8% | +25.3% | +35.6% | +54.3% |
| 3Y | +70.1% | +21.7% | +48.4% | +59.4% |
| 5Y | +134.8% | -34.5% | +169.3% | +128.9% |
| 10Y | +130.1% | +478.9% | -348.8% | +59.8% |
| All | +130.1% | +508.6% | -378.5% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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