+130.1%
CVE vs TRU
+172.9%
-42.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | -0.3% |
| 7D | -10.1% | +4.9% | -15.0% | -11.7% |
| 30D | -12.1% | +26.9% | -39.0% | -19.7% |
| 3M | -1.9% | +4.0% | -5.9% | -4.5% |
| 6M | -1.8% | +15.8% | -17.7% | -9.5% |
| YTD | +65.8% | -2.6% | +68.4% | +59.8% |
| 1Y | +60.8% | +3.9% | +57.0% | +50.6% |
| 3Y | +70.1% | +59.2% | +10.9% | +23.2% |
| 5Y | +134.8% | -25.7% | +160.4% | +138.1% |
| 10Y | +130.1% | +179.3% | -49.2% | +50.8% |
| All | +130.1% | +172.9% | -42.8% | +50.8% |
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