+73.2%
CVE vs TRU
+2.1%
+71.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +4.6% | -12.2% | -6.8% |
| 7D | -12.1% | +10.5% | -22.6% | -10.5% |
| 30D | -9.8% | +28.7% | -38.5% | -5.8% |
| 3M | -0.7% | +0.7% | -1.4% | -0.5% |
| 6M | -4.3% | +19.3% | -23.7% | -0.8% |
| YTD | +70.6% | -3.7% | +74.3% | +75.9% |
| 1Y | +73.2% | +3.4% | +69.7% | +76.1% |
| All | +73.2% | +2.1% | +71.0% | +76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1y: compounded portfolio wealth divided by compounded TRU 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…
1y analysis · Full analysis span regression · 6 months rolling