+726.0%
AAOI vs CVE
+158.6%
+567.3%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.3% | -5.9% |
| 7D | -0.5% | +5.9% | -6.4% | -3.2% |
| 30D | -42.1% | -10.9% | -31.3% | -38.6% |
| 3M | -61.6% | -4.5% | -57.1% | -61.0% |
| 6M | -77.6% | -1.0% | -76.7% | -77.8% |
| YTD | +43.1% | +74.7% | -31.6% | +7.7% |
| 1Y | +138.6% | +65.8% | +72.8% | +83.4% |
| 3Y | +353.5% | +73.2% | +280.4% | +227.5% |
| All | +726.0% | +158.6% | +567.3% | +485.4% |
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 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