+214.6%
RSP vs CVE
+137.5%
+77.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.7% | -0.1% | -2.4% |
| 7D | -1.4% | -14.1% | +12.6% | +1.1% |
| 30D | +2.1% | -11.6% | +13.8% | +4.1% |
| 3M | -0.9% | 0.0% | -1.0% | -1.4% |
| 6M | +7.5% | -8.4% | +15.9% | +8.2% |
| YTD | +14.6% | +65.9% | -51.3% | +2.6% |
| 1Y | +17.6% | +69.4% | -51.8% | +4.8% |
| 3Y | +60.8% | +55.9% | +4.9% | +42.7% |
| 5Y | +46.1% | +146.2% | -100.0% | +15.5% |
| All | +214.6% | +137.5% | +77.1% | +103.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling