+58.1%
CVE vs TRI
-16.5%
+74.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.4% | +2.3% | +2.7% |
| 7D | +0.1% | -7.2% | +7.2% | -0.2% |
| 30D | -10.8% | +4.4% | -15.2% | -10.7% |
| 3M | -4.3% | +4.5% | -8.8% | -4.1% |
| 6M | -1.5% | +23.7% | -25.2% | -1.3% |
| YTD | +70.7% | -14.4% | +85.1% | +58.2% |
| 1Y | +58.1% | -17.4% | +75.5% | +47.6% |
| All | +58.1% | -16.5% | +74.6% | +47.6% |
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