+98.8%
CVE vs RRX
+14.9%
+83.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | +2.5% | +3.4% | -0.9% | +2.5% |
| 30D | +16.7% | -11.1% | +27.9% | +16.8% |
| 3M | +9.3% | -23.7% | +33.0% | +9.5% |
| 6M | +43.6% | -22.0% | +65.6% | +45.2% |
| YTD | +93.6% | +16.5% | +77.1% | +86.2% |
| 1Y | +98.8% | +11.5% | +87.2% | +93.8% |
| All | +98.8% | +14.9% | +83.9% | +93.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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