+629.7%
AMZN vs CVE
+132.7%
+497.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.4% |
| 7D | +8.0% | -10.0% | +18.0% | +9.2% |
| 30D | +3.2% | -11.9% | +15.1% | +4.5% |
| 3M | -2.6% | -5.9% | +3.4% | -2.3% |
| 6M | -0.7% | -1.6% | +0.9% | -1.2% |
| YTD | +17.4% | +66.3% | -48.9% | +9.0% |
| 1Y | +9.0% | +57.5% | -48.5% | +1.9% |
| 3Y | +88.7% | +65.4% | +23.3% | +73.0% |
| 5Y | +55.6% | +144.2% | -88.6% | +34.9% |
| 10Y | +629.7% | +135.5% | +494.2% | +490.4% |
| All | +629.7% | +132.7% | +497.0% | +490.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling