+923.6%
TRV vs CVE
+89.9%
+833.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -1.1% |
| 7D | -0.1% | +2.5% | -2.7% | -0.5% |
| 30D | -3.4% | +16.7% | -20.2% | -5.8% |
| 3M | +26.4% | +9.3% | +17.1% | +24.1% |
| 6M | +19.3% | +43.6% | -24.3% | +11.8% |
| YTD | +28.3% | +93.6% | -65.3% | +14.2% |
| 1Y | +34.3% | +98.8% | -64.5% | +18.7% |
| 3Y | +140.1% | +73.6% | +66.5% | +113.1% |
| 5Y | +155.7% | +312.5% | -156.8% | +90.2% |
| 10Y | +285.5% | +161.0% | +124.5% | +169.5% |
| All | +923.6% | +89.9% | +833.7% | +637.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling