-26.3%
APH vs CVE
+99.6%
-125.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.7% | -48.5% | -47.8% |
| 7D | -48.7% | +2.1% | -50.8% | -48.7% |
| 30D | -51.9% | +16.7% | -68.7% | -52.1% |
| 3M | -43.6% | +9.3% | -52.8% | -43.2% |
| 6M | -37.5% | +43.6% | -81.1% | -40.4% |
| YTD | -38.6% | +93.6% | -132.2% | -45.5% |
| 1Y | -26.3% | +98.8% | -125.1% | -35.2% |
| All | -26.3% | +99.6% | -125.9% | -35.2% |
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