+85.6%
AMZN vs CVE
+53.7%
+31.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | -0.3% |
| 7D | +7.9% | -16.1% | +24.0% | +10.0% |
| 30D | -0.2% | -10.4% | +10.1% | +0.7% |
| 3M | -4.8% | -2.4% | -2.4% | -5.2% |
| 6M | -5.7% | -4.4% | -1.3% | -6.2% |
| YTD | +12.3% | +64.9% | -52.6% | -1.7% |
| 1Y | +6.7% | +66.0% | -59.3% | -7.1% |
| 3Y | +85.6% | +57.7% | +27.9% | +56.1% |
| All | +85.6% | +53.7% | +31.8% | +56.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling