+143.5%
CVE vs RRX
+222.4%
-78.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.5% | +1.1% | +2.0% |
| 7D | +0.1% | +5.4% | -5.3% | -2.6% |
| 30D | -10.8% | +12.0% | -22.8% | -16.3% |
| 3M | -4.3% | +6.1% | -10.5% | -8.4% |
| 6M | -1.5% | -13.2% | +11.8% | 0.0% |
| YTD | +70.7% | +31.0% | +39.7% | +31.8% |
| 1Y | +58.1% | +38.8% | +19.3% | +17.1% |
| 3Y | +69.8% | +70.3% | -0.4% | -0.9% |
| 5Y | +148.9% | +15.5% | +133.4% | +72.8% |
| 10Y | +143.5% | +213.7% | -70.2% | -24.3% |
| All | +143.5% | +222.4% | -78.9% | -24.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling