+159.8%
CVE vs RRX
+214.6%
-54.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.5% | +2.0% | +2.3% |
| 7D | +0.2% | +4.3% | -4.1% | -1.8% |
| 30D | +17.5% | -8.0% | +25.5% | +21.9% |
| 3M | +16.2% | -22.0% | +38.2% | +26.5% |
| 6M | +47.8% | -11.9% | +59.7% | +45.6% |
| YTD | +98.5% | +17.1% | +81.4% | +64.0% |
| 1Y | +109.8% | +14.9% | +94.9% | +72.2% |
| 3Y | +75.5% | +6.9% | +68.6% | +36.1% |
| 5Y | +341.6% | +19.6% | +322.0% | +188.1% |
| 10Y | +159.8% | +215.9% | -56.2% | -14.5% |
| All | +159.8% | +214.6% | -54.8% | -14.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling