+64.2%
RGTI vs CVE
+327.8%
-263.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.5% | +1.5% | +2.9% |
| 7D | +5.5% | +0.2% | +5.3% | +5.4% |
| 30D | -11.9% | +17.5% | -29.4% | -18.0% |
| 3M | -27.4% | +16.2% | -43.6% | -32.7% |
| 6M | -7.1% | +47.8% | -54.8% | -24.5% |
| YTD | -28.6% | +98.5% | -127.1% | -50.0% |
| 1Y | +4.4% | +109.8% | -105.4% | -28.7% |
| 3Y | +698.5% | +75.5% | +623.0% | +470.5% |
| 5Y | +64.2% | +341.6% | -277.4% | +10.0% |
| All | +64.2% | +327.8% | -263.6% | +10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling