+1,021.2%
TRV vs CVE
+70.3%
+950.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.7% |
| 7D | +0.1% | +4.6% | -4.6% | -0.6% |
| 30D | +8.0% | -12.0% | +20.0% | +9.9% |
| 3M | +9.3% | -3.8% | +13.1% | +9.5% |
| 6M | +36.2% | -2.7% | +38.9% | +35.7% |
| YTD | +40.6% | +73.6% | -33.0% | +26.9% |
| 1Y | +43.1% | +62.0% | -19.0% | +30.4% |
| 3Y | +149.6% | +72.7% | +76.9% | +121.0% |
| 5Y | +181.6% | +153.9% | +27.7% | +127.0% |
| 10Y | +352.5% | +147.6% | +204.9% | +218.0% |
| All | +1,021.2% | +70.3% | +950.9% | +718.7% |
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