+22.7%
RGTI vs CVE
+312.2%
-289.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.3% | -6.7% | -6.5% |
| 7D | +9.6% | -10.0% | +19.6% | +13.9% |
| 30D | -13.4% | -11.9% | -1.5% | -9.8% |
| 3M | -31.2% | -5.9% | -25.2% | -30.3% |
| 6M | -35.9% | -1.6% | -34.3% | -36.9% |
| YTD | -45.1% | +66.3% | -111.4% | -57.8% |
| 1Y | -63.3% | +57.5% | -120.8% | -71.0% |
| 3Y | +1,152.6% | +65.4% | +1,087.2% | +843.8% |
| 5Y | +16.2% | +144.2% | -128.0% | -14.0% |
| All | +22.7% | +312.2% | -289.4% | -8.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling