+146.2%
CVE vs RMD
-4.5%
+150.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.7% |
| 7D | -14.1% | -5.3% | -8.7% | -13.6% |
| 30D | -11.6% | +8.4% | -20.1% | -12.8% |
| 3M | 0.0% | +7.1% | -7.1% | -1.3% |
| 6M | -8.4% | +15.8% | -24.2% | -11.0% |
| YTD | +65.9% | +0.2% | +65.7% | +65.1% |
| 1Y | +69.4% | -1.4% | +70.8% | +69.1% |
| 3Y | +55.9% | +61.3% | -5.4% | +37.2% |
| 5Y | +146.2% | -3.9% | +150.0% | +141.7% |
| All | +146.2% | -4.5% | +150.6% | +141.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling