+32.1%
RDW vs CVE
+107.0%
-74.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +1.9% | +1.7% |
| 7D | +4.8% | +1.6% | +3.2% | +4.3% |
| 30D | -19.5% | +11.7% | -31.3% | -22.1% |
| 3M | -26.9% | +18.2% | -45.1% | -30.5% |
| 6M | +17.8% | +48.8% | -31.0% | -8.4% |
| YTD | +43.0% | +99.4% | -56.4% | -6.2% |
| 1Y | +32.1% | +97.9% | -65.8% | -12.2% |
| All | +32.1% | +107.0% | -74.9% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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