+134.5%
CVE vs TRGP
+757.5%
-623.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.1% | +1.4% |
| 7D | -16.1% | -16.0% | -0.1% | -4.4% |
| 30D | -10.4% | -6.4% | -3.9% | -5.8% |
| 3M | -2.4% | -1.0% | -1.4% | -2.1% |
| 6M | -4.4% | +7.0% | -11.4% | -9.6% |
| YTD | +64.9% | +46.1% | +18.8% | +23.7% |
| 1Y | +66.0% | +58.7% | +7.3% | +16.9% |
| 3Y | +57.7% | +221.9% | -164.2% | -37.2% |
| 5Y | +144.7% | +419.9% | -275.2% | -30.8% |
| All | +134.5% | +757.5% | -623.0% | -56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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