+159.5%
CVE vs RMD
-7.7%
+167.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | +5.9% | +2.1% | +3.9% | +5.7% |
| 30D | -10.9% | +2.1% | -12.9% | -11.3% |
| 3M | -4.5% | +6.2% | -10.8% | -5.6% |
| 6M | -1.0% | +19.4% | -20.4% | -4.3% |
| YTD | +74.7% | +0.5% | +74.2% | +73.9% |
| 1Y | +65.8% | -3.9% | +69.8% | +66.4% |
| 3Y | +73.2% | +72.5% | +0.6% | +49.8% |
| All | +159.5% | -7.7% | +167.1% | +159.4% |
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