+109.8%
CVE vs RRX
+13.4%
+96.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.5% | +2.0% | +2.5% |
| 7D | +0.2% | +4.3% | -4.1% | +0.2% |
| 30D | +17.5% | -8.0% | +25.5% | +17.5% |
| 3M | +16.2% | -22.0% | +38.2% | +16.4% |
| 6M | +47.8% | -11.9% | +59.7% | +47.4% |
| YTD | +98.5% | +17.1% | +81.4% | +91.4% |
| 1Y | +109.8% | +14.9% | +94.9% | +104.8% |
| All | +109.8% | +13.4% | +96.4% | +104.8% |
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