+27.4%
AAPL vs CVE
+67.8%
-40.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.6% |
| 7D | -0.7% | -16.1% | +15.5% | -1.5% |
| 30D | +1.7% | -10.4% | +12.1% | +1.1% |
| 3M | +9.7% | -2.4% | +12.1% | +9.5% |
| 6M | +19.3% | -4.4% | +23.7% | +19.1% |
| YTD | +26.3% | +64.9% | -38.7% | +22.6% |
| 1Y | +27.4% | +66.0% | -38.6% | +24.2% |
| All | +27.4% | +67.8% | -40.4% | +24.2% |
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