+43.9%
ROST vs CVE
+58.2%
-14.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.8% |
| 7D | +1.2% | -16.1% | +17.4% | -0.3% |
| 30D | +2.5% | -10.4% | +12.8% | +1.4% |
| 3M | -9.0% | -2.4% | -6.6% | -9.4% |
| 6M | +1.3% | -4.4% | +5.8% | +0.5% |
| YTD | +29.1% | +64.9% | -35.9% | +28.0% |
| All | +43.9% | +58.2% | -14.3% | +42.3% |
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