+65.8%
CVE vs RGEN
+8.1%
+57.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.7% |
| 7D | +5.9% | -3.3% | +9.2% | +5.6% |
| 30D | -10.9% | -5.8% | -5.0% | -11.4% |
| 3M | -4.5% | +0.2% | -4.7% | -4.0% |
| 6M | -1.0% | +56.8% | -57.7% | +5.7% |
| YTD | +74.7% | +2.4% | +72.3% | +85.2% |
| 1Y | +65.8% | +11.4% | +54.4% | +74.7% |
| All | +65.8% | +8.1% | +57.7% | +74.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling