+57.7%
CVE vs RMD
+57.4%
+0.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.5% |
| 7D | -16.1% | +2.3% | -18.5% | -16.2% |
| 30D | -10.4% | +4.1% | -14.5% | -10.7% |
| 3M | -2.4% | +5.7% | -8.1% | -2.9% |
| 6M | -4.4% | +12.9% | -17.3% | -5.5% |
| YTD | +64.9% | -1.5% | +66.5% | +65.8% |
| 1Y | +66.0% | -4.8% | +70.8% | +67.7% |
| 3Y | +57.7% | +57.5% | +0.2% | +46.6% |
| All | +57.7% | +57.4% | +0.2% | +46.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling