+405.8%
AAOI vs CVE
+177.3%
+228.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -4.2% |
| 7D | +2.9% | +1.6% | +1.3% | +2.4% |
| 30D | -23.1% | +11.7% | -34.8% | -25.7% |
| 3M | -41.0% | +18.2% | -59.2% | -44.4% |
| 6M | -14.3% | +48.8% | -63.1% | -24.0% |
| YTD | +196.3% | +99.4% | +96.9% | +141.5% |
| 1Y | +272.6% | +97.9% | +174.8% | +204.0% |
| 3Y | +775.3% | +76.3% | +699.1% | +631.3% |
| 5Y | +1,290.2% | +344.6% | +945.5% | +816.2% |
| All | +405.8% | +177.3% | +228.6% | +186.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling