+58.6%
CVE vs RGEN
+12.2%
+46.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.5% | +2.7% | -2.3% |
| 7D | -14.1% | -10.7% | -3.4% | -13.3% |
| 30D | -11.6% | -3.6% | -8.0% | -11.4% |
| 3M | 0.0% | +6.2% | -6.2% | -0.8% |
| 6M | -8.4% | +34.1% | -42.5% | -11.7% |
| YTD | +65.9% | +2.8% | +63.1% | +65.7% |
| 1Y | +69.4% | +15.5% | +53.9% | +65.8% |
| All | +58.6% | +12.2% | +46.4% | +50.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling