+8.3%
AEP vs CVE
+61.2%
-52.9%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.3% |
| 7D | +2.5% | +4.6% | -2.2% | +2.4% |
| 30D | +3.4% | -12.0% | +15.4% | +3.5% |
| 3M | +4.2% | -3.8% | +8.0% | +4.0% |
| 6M | -0.8% | -2.7% | +1.9% | -1.1% |
| YTD | +15.2% | +73.6% | -58.4% | +10.5% |
| 1Y | +8.3% | +62.0% | -53.7% | +4.1% |
| All | +8.3% | +61.2% | -52.9% | +4.1% |
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