+591.6%
AMZN vs CVE
+136.7%
+455.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.5% | +2.4% | +2.9% |
| 7D | +8.7% | -10.1% | +18.7% | +9.9% |
| 30D | +1.7% | -12.1% | +13.8% | +3.0% |
| 3M | -2.8% | -1.9% | -0.9% | -2.9% |
| 6M | -2.1% | -1.8% | -0.3% | -2.6% |
| YTD | +15.6% | +65.8% | -50.1% | +7.4% |
| 1Y | +9.2% | +60.8% | -51.6% | +1.7% |
| 3Y | +89.9% | +70.1% | +19.7% | +73.5% |
| 5Y | +49.3% | +134.8% | -85.5% | +29.9% |
| 10Y | +591.6% | +130.1% | +461.5% | +462.3% |
| All | +591.6% | +136.7% | +455.0% | +462.3% |
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