+0.2%
AAL vs CVE
+67.8%
-67.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +1.6% |
| 7D | +4.6% | -16.1% | +20.7% | -5.0% |
| 30D | +2.6% | -10.4% | +13.0% | -2.9% |
| 3M | -17.8% | -2.4% | -15.4% | -17.5% |
| 6M | +1.9% | -4.4% | +6.3% | +3.3% |
| YTD | -14.0% | +64.9% | -79.0% | +2.1% |
| 1Y | +0.2% | +66.0% | -65.8% | +18.4% |
| All | +0.2% | +67.8% | -67.6% | +18.4% |
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