+134.5%
CVE vs TRMB
+105.7%
+28.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.0% |
| 7D | -16.1% | -16.7% | +0.5% | -9.1% |
| 30D | -10.4% | -9.9% | -0.5% | -6.6% |
| 3M | -2.4% | -7.6% | +5.2% | -0.1% |
| 6M | -4.4% | -14.7% | +10.3% | +0.4% |
| YTD | +64.9% | -30.9% | +95.9% | +90.2% |
| 1Y | +66.0% | -31.3% | +97.4% | +91.1% |
| 3Y | +57.7% | +29.4% | +28.2% | +23.4% |
| 5Y | +144.7% | -37.4% | +182.1% | +174.8% |
| All | +134.5% | +105.7% | +28.7% | +42.8% |
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 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