+73.2%
CVE vs TRI
-22.4%
+95.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +6.4% | -14.0% | -7.3% |
| 7D | -12.1% | +1.0% | -13.1% | -11.9% |
| 30D | -9.8% | +20.8% | -30.5% | -9.2% |
| 3M | -0.7% | +8.1% | -8.8% | -0.3% |
| 6M | -4.3% | +24.2% | -28.5% | -3.7% |
| YTD | +70.6% | -7.8% | +78.4% | +58.8% |
| 1Y | +73.2% | -16.7% | +89.8% | +60.3% |
| All | +73.2% | -22.4% | +95.6% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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