+143.5%
CVE vs TRGP
+826.3%
-682.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.7% | -1.0% | -0.1% |
| 7D | +0.1% | +2.4% | -2.3% | -1.9% |
| 30D | -10.8% | +0.8% | -11.7% | -11.4% |
| 3M | -4.3% | +10.4% | -14.7% | -11.6% |
| 6M | -1.5% | +16.3% | -17.7% | -12.4% |
| YTD | +70.7% | +61.1% | +9.6% | +18.9% |
| 1Y | +58.1% | +71.6% | -13.5% | +4.9% |
| 3Y | +69.8% | +267.5% | -197.6% | -38.8% |
| 5Y | +148.9% | +488.1% | -339.2% | -35.8% |
| 10Y | +143.5% | +803.8% | -660.2% | -56.3% |
| All | +143.5% | +826.3% | -682.8% | -56.3% |
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