+146.9%
CVE vs TRI
+225.1%
-78.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.6% |
| 7D | +4.6% | -7.5% | +12.1% | +7.1% |
| 30D | -12.0% | +3.9% | -15.9% | -13.9% |
| 3M | -3.8% | +7.2% | -11.0% | -7.6% |
| 6M | -2.7% | +27.0% | -29.7% | -14.6% |
| YTD | +73.6% | -14.0% | +87.6% | +78.1% |
| 1Y | +62.0% | -17.7% | +79.7% | +69.8% |
| 3Y | +72.7% | -10.7% | +83.4% | +60.9% |
| 5Y | +153.9% | +0.6% | +153.3% | +111.8% |
| All | +146.9% | +225.1% | -78.1% | +24.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling