+962.2%
APO vs CVE
+159.5%
+802.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.2% |
| 7D | -1.0% | +2.5% | -3.5% | -1.7% |
| 30D | +3.5% | +16.7% | -13.3% | -1.1% |
| 3M | +4.5% | +9.3% | -4.7% | +1.1% |
| 6M | +22.8% | +43.6% | -20.8% | +8.8% |
| YTD | -6.5% | +93.6% | -100.1% | -24.6% |
| 1Y | +0.8% | +98.8% | -97.9% | -19.6% |
| 3Y | +62.0% | +73.6% | -11.6% | +31.6% |
| 5Y | +138.2% | +312.5% | -174.2% | +47.2% |
| All | +962.2% | +159.5% | +802.7% | +423.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling