+3,865.1%
AMZN vs CVE
+62.8%
+3,802.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.7% | +0.6% | -1.8% |
| 7D | +6.7% | -14.1% | +20.8% | +9.0% |
| 30D | +1.5% | -11.6% | +13.1% | +3.2% |
| 3M | -4.6% | 0.0% | -4.6% | -5.0% |
| 6M | -4.9% | -8.4% | +3.5% | -4.5% |
| YTD | +12.7% | +65.9% | -53.2% | +2.3% |
| 1Y | +4.0% | +69.4% | -65.4% | -6.1% |
| 3Y | +87.7% | +55.9% | +31.8% | +69.3% |
| 5Y | +47.9% | +146.2% | -98.3% | +21.0% |
| 10Y | +589.3% | +140.6% | +448.6% | +415.6% |
| All | +3,865.1% | +62.8% | +3,802.3% | +3,172.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling