+162.3%
CVE vs TRMB
+116.5%
+45.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -0.8% |
| 7D | +2.5% | -2.5% | +5.0% | +3.7% |
| 30D | +16.7% | +1.5% | +15.2% | +15.5% |
| 3M | +9.3% | +6.8% | +2.5% | +4.4% |
| 6M | +43.6% | -14.9% | +58.5% | +52.1% |
| YTD | +93.6% | -24.1% | +117.7% | +115.7% |
| 1Y | +98.8% | -25.4% | +124.1% | +121.4% |
| 3Y | +73.6% | +8.0% | +65.6% | +51.6% |
| 5Y | +312.5% | -37.3% | +349.8% | +375.1% |
| All | +162.3% | +116.5% | +45.8% | +45.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling