+146.9%
CVE vs TRMB
+103.0%
+43.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.8% | +2.2% |
| 7D | +4.6% | +4.1% | +0.6% | +2.7% |
| 30D | -12.0% | -7.0% | -5.0% | -9.7% |
| 3M | -3.8% | -0.9% | -2.9% | -4.6% |
| 6M | -2.7% | -1.2% | -1.5% | -4.8% |
| YTD | +73.6% | -28.7% | +102.3% | +97.3% |
| 1Y | +62.0% | -32.1% | +94.1% | +88.0% |
| 3Y | +72.7% | +33.4% | +39.3% | +33.3% |
| 5Y | +153.9% | -35.6% | +189.5% | +181.6% |
| All | +146.9% | +103.0% | +43.9% | +52.0% |
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