+95.3%
RKT vs CVE
+53.7%
+41.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.6% |
| 7D | +17.7% | -16.1% | +33.8% | +16.2% |
| 30D | +31.6% | -10.4% | +42.0% | +30.4% |
| 3M | +13.9% | -2.4% | +16.3% | +13.2% |
| 6M | +2.8% | -4.4% | +7.2% | +2.5% |
| YTD | -22.2% | +64.9% | -87.2% | -27.2% |
| 1Y | -3.5% | +66.0% | -69.5% | -9.8% |
| 3Y | +95.3% | +57.7% | +37.6% | +75.1% |
| All | +95.3% | +53.7% | +41.5% | +75.1% |
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