-3.1%
RTX vs CVE
+47.9%
-51.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.9% |
| 7D | -5.2% | +2.5% | -7.7% | -4.7% |
| 30D | -9.4% | +16.7% | -26.1% | -6.4% |
| 3M | +12.3% | +9.3% | +3.0% | +14.9% |
| 6M | -3.1% | +43.6% | -46.7% | +6.8% |
| All | -3.1% | +47.9% | -51.0% | +6.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling