+73.2%
CVE vs RVTY
+74.0%
-0.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -2.5% | -5.2% | -7.8% |
| 7D | -12.1% | -3.6% | -8.5% | -12.3% |
| 30D | -9.8% | +1.4% | -11.1% | -9.7% |
| 3M | -0.7% | +43.2% | -43.9% | +1.8% |
| 6M | -4.3% | +84.5% | -88.8% | -0.9% |
| YTD | +70.6% | +65.2% | +5.4% | +78.7% |
| 1Y | +73.2% | +74.3% | -1.2% | +82.8% |
| All | +73.2% | +74.0% | -0.8% | +82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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