+1,290.2%
AAOI vs CVE
+335.8%
+954.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -4.1% |
| 7D | +2.9% | +1.6% | +1.3% | +2.1% |
| 30D | -23.1% | +11.7% | -34.8% | -27.2% |
| 3M | -41.0% | +18.2% | -59.2% | -46.2% |
| 6M | -14.3% | +48.8% | -63.1% | -29.4% |
| YTD | +196.3% | +99.4% | +96.9% | +114.3% |
| 1Y | +272.6% | +97.9% | +174.8% | +169.7% |
| 3Y | +775.3% | +76.3% | +699.1% | +521.0% |
| 5Y | +1,290.2% | +344.6% | +945.5% | +765.5% |
| All | +1,290.2% | +335.8% | +954.4% | +765.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling