+135.8%
CVE vs TRMB
+104.0%
+31.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.1% | -1.6% | -2.2% |
| 7D | -14.1% | -17.9% | +3.8% | -6.2% |
| 30D | -11.6% | -12.0% | +0.4% | -6.9% |
| 3M | 0.0% | -8.4% | +8.5% | +2.9% |
| 6M | -8.4% | -21.5% | +13.2% | +0.4% |
| YTD | +65.9% | -31.5% | +97.4% | +92.1% |
| 1Y | +69.4% | -33.4% | +102.8% | +98.0% |
| 3Y | +55.9% | +26.5% | +29.4% | +23.6% |
| 5Y | +146.2% | -37.9% | +184.1% | +177.5% |
| All | +135.8% | +104.0% | +31.9% | +44.3% |
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