+66.0%
CVE vs RGEN
+19.4%
+46.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.0% | -3.6% | -0.3% |
| 7D | -16.1% | -1.9% | -14.2% | -16.3% |
| 30D | -10.4% | +3.7% | -14.1% | -9.9% |
| 3M | -2.4% | +8.8% | -11.2% | -0.9% |
| 6M | -4.4% | +38.0% | -42.4% | +0.4% |
| YTD | +64.9% | +5.9% | +59.1% | +76.8% |
| 1Y | +66.0% | +19.7% | +46.4% | +75.6% |
| All | +66.0% | +19.4% | +46.7% | +75.6% |
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