+47.7%
APO vs CVE
+54.6%
-6.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.7% | -1.7% | -3.9% |
| 7D | -1.1% | -14.1% | +13.0% | +1.9% |
| 30D | +1.1% | -11.6% | +12.8% | +3.3% |
| 3M | -9.2% | 0.0% | -9.3% | -10.7% |
| 6M | -9.2% | -8.4% | -0.9% | -9.0% |
| YTD | -18.0% | +65.9% | -83.9% | -35.1% |
| 1Y | -10.9% | +69.4% | -80.3% | -30.4% |
| All | +47.7% | +54.6% | -6.9% | +13.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling