+57.5%
CVE vs RVTY
+74.8%
-17.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.3% |
| 7D | -10.0% | -2.7% | -7.3% | -10.1% |
| 30D | -11.9% | +3.2% | -15.1% | -11.6% |
| 3M | -5.9% | +37.2% | -43.1% | -3.7% |
| 6M | -1.6% | +57.7% | -59.3% | +1.8% |
| YTD | +66.3% | +64.8% | +1.4% | +74.3% |
| 1Y | +57.5% | +72.8% | -15.3% | +65.3% |
| All | +57.5% | +74.8% | -17.3% | +65.3% |
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