+130.1%
CVE vs RSG
+458.9%
-328.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -10.1% | +0.3% | -10.4% | -10.3% |
| 30D | -12.1% | +13.8% | -25.9% | -18.4% |
| 3M | -1.9% | +15.4% | -17.3% | -9.7% |
| 6M | -1.8% | +24.1% | -26.0% | -13.8% |
| YTD | +65.8% | +17.8% | +47.9% | +49.6% |
| 1Y | +60.8% | +21.5% | +39.4% | +42.5% |
| 3Y | +70.1% | +63.3% | +6.8% | +20.3% |
| 5Y | +134.8% | +97.3% | +37.5% | +41.9% |
| 10Y | +130.1% | +448.1% | -318.0% | -15.2% |
| All | +130.1% | +458.9% | -328.8% | -15.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling