+109.4%
AAPL vs CVE
+317.2%
-207.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -2.3% |
| 7D | +0.1% | +2.5% | -2.4% | -0.3% |
| 30D | +3.0% | +16.7% | -13.8% | +0.6% |
| 3M | +2.9% | +9.3% | -6.4% | +1.3% |
| 6M | +22.1% | +43.6% | -21.5% | +14.4% |
| YTD | +18.0% | +93.6% | -75.6% | +4.6% |
| 1Y | +33.9% | +98.8% | -64.8% | +17.8% |
| 3Y | +71.2% | +73.6% | -2.4% | +48.3% |
| All | +109.4% | +317.2% | -207.9% | +53.9% |
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