+47.3%
AMZN vs CVE
+317.2%
-269.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.2% | 0.0% |
| 7D | -3.0% | +2.5% | -5.5% | -3.3% |
| 30D | -5.2% | +16.7% | -21.9% | -7.4% |
| 3M | +1.9% | +9.3% | -7.4% | +0.2% |
| 6M | +19.2% | +43.6% | -24.4% | +11.5% |
| YTD | +12.0% | +93.6% | -81.6% | -1.1% |
| 1Y | +9.7% | +98.8% | -89.1% | -3.9% |
| 3Y | +87.2% | +73.6% | +13.6% | +62.9% |
| All | +47.3% | +317.2% | -269.9% | +12.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling