+134.5%
CVE vs TRU
+167.9%
-33.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | +0.1% |
| 7D | -16.1% | +5.7% | -21.8% | -17.9% |
| 30D | -10.4% | +29.2% | -39.6% | -18.6% |
| 3M | -2.4% | +2.7% | -5.0% | -4.5% |
| 6M | -4.4% | +15.2% | -19.6% | -11.8% |
| YTD | +64.9% | -4.9% | +69.8% | +60.3% |
| 1Y | +66.0% | +3.4% | +62.6% | +55.5% |
| 3Y | +57.7% | +63.2% | -5.5% | +12.5% |
| 5Y | +144.7% | -26.6% | +171.3% | +148.4% |
| All | +134.5% | +167.9% | -33.4% | +61.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling