+130.1%
CVE vs TRMB
+105.8%
+24.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.5% | 0.0% |
| 7D | -10.1% | -17.0% | +6.9% | -2.3% |
| 30D | -12.1% | -9.0% | -3.1% | -8.8% |
| 3M | -1.9% | -8.1% | +6.2% | +0.8% |
| 6M | -1.8% | -10.1% | +8.2% | +0.5% |
| YTD | +65.8% | -30.2% | +96.0% | +90.2% |
| 1Y | +60.8% | -30.7% | +91.5% | +84.3% |
| 3Y | +70.1% | +32.6% | +37.5% | +31.6% |
| 5Y | +134.8% | -38.1% | +172.9% | +166.4% |
| 10Y | +130.1% | +98.9% | +31.2% | +42.5% |
| All | +130.1% | +105.8% | +24.3% | +42.5% |
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