+959.5%
AAOI vs CVE
+42.1%
+917.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.3% | +6.4% | +5.5% |
| 7D | -0.7% | +2.5% | -3.2% | -1.5% |
| 30D | -17.9% | +16.7% | -34.6% | -21.8% |
| 3M | -48.0% | +9.3% | -57.3% | -49.6% |
| 6M | +5.8% | +43.6% | -37.8% | -5.3% |
| YTD | +202.7% | +93.6% | +109.1% | +148.3% |
| 1Y | +352.5% | +98.8% | +253.8% | +268.4% |
| 3Y | +657.0% | +73.6% | +583.4% | +537.2% |
| 5Y | +1,267.0% | +312.5% | +954.5% | +802.5% |
| 10Y | +502.7% | +161.0% | +341.6% | +273.5% |
| All | +959.5% | +42.1% | +917.4% | +717.4% |
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 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