+67.9%
APO vs CVE
+148.3%
-80.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.7% | -1.7% | -3.7% |
| 7D | -1.1% | -14.1% | +13.0% | +2.6% |
| 30D | +1.1% | -11.6% | +12.8% | +3.9% |
| 3M | -9.2% | 0.0% | -9.3% | -10.4% |
| 6M | -9.2% | -8.4% | -0.9% | -8.9% |
| YTD | -18.0% | +65.9% | -83.9% | -33.5% |
| 1Y | -10.9% | +69.4% | -80.3% | -28.4% |
| 3Y | +44.4% | +55.9% | -11.5% | +15.1% |
| 5Y | +67.9% | +146.2% | -78.2% | +17.5% |
| All | +67.9% | +148.3% | -80.4% | +17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling