-4.9%
TDG vs CVE
+59.5%
-64.4%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.3% | +0.6% |
| 7D | +1.4% | -10.0% | +11.4% | -1.0% |
| 30D | +10.6% | -11.9% | +22.5% | +7.5% |
| 3M | +0.2% | -5.9% | +6.1% | -1.0% |
| 6M | +0.9% | -1.6% | +2.4% | +1.7% |
| YTD | -7.8% | +66.3% | -74.1% | -7.4% |
| 1Y | -4.9% | +57.5% | -62.4% | -4.1% |
| All | -4.9% | +59.5% | -64.4% | -4.1% |
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 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