+159.5%
CVE vs TRGP
+504.4%
-344.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.3% | +0.4% |
| 7D | +5.9% | +12.4% | -6.4% | -3.7% |
| 30D | -10.9% | +2.6% | -13.5% | -12.8% |
| 3M | -4.5% | +11.9% | -16.4% | -13.3% |
| 6M | -1.0% | +13.9% | -14.9% | -11.5% |
| YTD | +74.7% | +64.2% | +10.6% | +15.4% |
| 1Y | +65.8% | +78.5% | -12.7% | +2.1% |
| 3Y | +73.2% | +272.9% | -199.7% | -50.2% |
| All | +159.5% | +504.4% | -344.9% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling