+45.1%
RKT vs CVE
+72.1%
-27.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -1.2% |
| 7D | +2.1% | +2.5% | -0.4% | +2.2% |
| 30D | +1.4% | +16.7% | -15.3% | +1.8% |
| 3M | +6.3% | +9.3% | -3.0% | +7.2% |
| 6M | -15.5% | +43.6% | -59.1% | -17.6% |
| YTD | -27.4% | +93.6% | -121.0% | -31.9% |
| 1Y | -26.6% | +98.8% | -125.3% | -31.6% |
| All | +45.1% | +72.1% | -27.0% | +30.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling