+57.1%
CVE vs RMD
-4.7%
+61.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.6% |
| 7D | -10.1% | +1.2% | -11.3% | -9.6% |
| 30D | -12.1% | +2.5% | -14.6% | -11.4% |
| 3M | -1.9% | +11.5% | -13.4% | +0.2% |
| 6M | -1.8% | +14.7% | -16.5% | +1.2% |
| YTD | +65.8% | -1.3% | +67.1% | +72.3% |
| All | +57.1% | -4.7% | +61.8% | +64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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