+58.6%
CVE vs RRC
+40.4%
+18.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.7% | +0.9% | -0.9% |
| 7D | -14.1% | -6.9% | -7.2% | -10.9% |
| 30D | -11.6% | +25.4% | -37.0% | -22.6% |
| 3M | 0.0% | +31.9% | -31.9% | -15.0% |
| 6M | -8.4% | +17.2% | -25.6% | -17.0% |
| YTD | +65.9% | +43.4% | +22.5% | +34.6% |
| 1Y | +69.4% | +36.7% | +32.7% | +40.9% |
| All | +58.6% | +40.4% | +18.2% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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