+73.2%
CVE vs TRMB
-31.2%
+104.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -17.3% | +9.7% | -8.0% |
| 7D | -12.1% | -15.7% | +3.6% | -12.2% |
| 30D | -9.8% | -7.8% | -2.0% | -8.6% |
| 3M | -0.7% | -9.3% | +8.6% | +0.5% |
| 6M | -4.3% | -20.8% | +16.5% | -2.3% |
| YTD | +70.6% | -30.8% | +101.4% | +72.2% |
| 1Y | +73.2% | -31.0% | +104.1% | +74.8% |
| All | +73.2% | -31.2% | +104.4% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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