+143.5%
CVE vs RGEN
+450.6%
-307.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.8% | +3.5% | +2.8% |
| 7D | +0.1% | -3.1% | +3.2% | +0.4% |
| 30D | -10.8% | +0.1% | -10.9% | -10.9% |
| 3M | -4.3% | +4.8% | -9.1% | -5.2% |
| 6M | -1.5% | +48.9% | -50.4% | -7.0% |
| YTD | +70.7% | +5.3% | +65.4% | +67.6% |
| 1Y | +58.1% | +12.5% | +45.6% | +53.7% |
| 3Y | +69.8% | +17.0% | +52.9% | +59.8% |
| 5Y | +148.9% | -35.4% | +184.3% | +143.0% |
| 10Y | +143.5% | +434.6% | -291.1% | +66.7% |
| All | +143.5% | +450.6% | -307.1% | +66.7% |
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