+73.2%
CVE vs RSG
+19.5%
+53.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +1.0% | -8.7% | -7.9% |
| 7D | -12.1% | +5.1% | -17.2% | -13.2% |
| 30D | -9.8% | +15.3% | -25.1% | -13.5% |
| 3M | -0.7% | +18.6% | -19.3% | -5.6% |
| 6M | -4.3% | +19.5% | -23.9% | -10.0% |
| YTD | +70.6% | +17.2% | +53.4% | +61.3% |
| 1Y | +73.2% | +19.6% | +53.6% | +63.1% |
| All | +73.2% | +19.5% | +53.6% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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