+35.3%
TRV vs CVE
+109.0%
-73.7%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -0.8% |
| 7D | +0.5% | +0.2% | +0.3% | +0.5% |
| 30D | -4.9% | +17.5% | -22.3% | -3.4% |
| 3M | +23.7% | +16.2% | +7.5% | +25.4% |
| 6M | +20.3% | +47.8% | -27.4% | +24.5% |
| YTD | +27.1% | +98.5% | -71.4% | +34.4% |
| 1Y | +35.3% | +109.8% | -74.4% | +45.0% |
| All | +35.3% | +109.0% | -73.7% | +45.0% |
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 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