+6.7%
AMZN vs CVE
+67.8%
-61.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | -0.5% |
| 7D | +7.9% | -16.1% | +24.0% | +4.9% |
| 30D | -0.2% | -10.4% | +10.1% | -1.9% |
| 3M | -4.8% | -2.4% | -2.4% | -5.0% |
| 6M | -5.7% | -4.4% | -1.3% | -5.9% |
| YTD | +12.3% | +64.9% | -52.6% | +21.9% |
| 1Y | +6.7% | +66.0% | -59.3% | +16.2% |
| All | +6.7% | +67.8% | -61.1% | +16.2% |
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