+57.5%
CVE vs TRGP
+65.2%
-7.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.5% | -1.8% |
| 7D | -10.0% | -5.8% | -4.2% | -5.8% |
| 30D | -11.9% | -1.5% | -10.4% | -10.6% |
| 3M | -5.9% | +6.1% | -12.0% | -10.2% |
| 6M | -1.6% | +14.4% | -15.9% | -11.1% |
| YTD | +66.3% | +55.3% | +10.9% | +13.0% |
| 1Y | +57.5% | +69.1% | -11.6% | +1.3% |
| All | +57.5% | +65.2% | -7.7% | +1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling