+11.9%
AG vs CVE
+62.9%
-51.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.1% | -2.4% |
| 7D | -10.0% | +5.9% | -15.9% | -9.3% |
| 30D | -10.5% | -10.9% | +0.4% | -11.3% |
| 3M | -27.3% | -4.5% | -22.7% | -27.5% |
| 6M | -43.0% | -1.0% | -42.0% | -42.5% |
| YTD | -17.9% | +74.7% | -92.6% | -20.6% |
| 1Y | +11.9% | +65.8% | -53.9% | +8.5% |
| All | +11.9% | +62.9% | -51.0% | +8.5% |
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