+73.2%
CVE vs TRGP
+252.7%
-179.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -0.5% |
| 7D | +2.5% | +0.8% | +1.7% | +2.0% |
| 30D | +16.7% | +11.5% | +5.2% | +8.1% |
| 3M | +9.3% | +9.0% | +0.3% | +2.9% |
| 6M | +43.6% | +20.5% | +23.1% | +26.5% |
| YTD | +93.6% | +59.5% | +34.1% | +41.6% |
| 1Y | +98.8% | +77.9% | +20.8% | +34.7% |
| All | +73.2% | +252.7% | -179.5% | -37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling