+355.9%
APH vs CVE
+317.2%
+38.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.1% |
| 7D | +5.0% | +2.5% | +2.5% | +4.5% |
| 30D | -3.9% | +16.7% | -20.6% | -6.6% |
| 3M | +13.0% | +9.3% | +3.7% | +10.9% |
| 6M | +25.2% | +43.6% | -18.4% | +15.5% |
| YTD | +22.9% | +93.6% | -70.6% | +6.2% |
| 1Y | +47.8% | +98.8% | -50.9% | +26.7% |
| 3Y | +283.0% | +73.6% | +209.4% | +228.1% |
| All | +355.9% | +317.2% | +38.7% | +215.7% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling