+1,570.8%
APO vs CVE
+0.9%
+1,569.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.7% | -1.7% | -3.7% |
| 7D | -1.1% | -14.1% | +13.0% | +2.8% |
| 30D | +1.1% | -11.6% | +12.8% | +4.1% |
| 3M | -9.2% | 0.0% | -9.3% | -10.2% |
| 6M | -9.2% | -8.4% | -0.9% | -8.8% |
| YTD | -18.0% | +65.9% | -83.9% | -31.7% |
| 1Y | -10.9% | +69.4% | -80.3% | -26.4% |
| 3Y | +44.4% | +55.9% | -11.5% | +20.0% |
| 5Y | +67.9% | +146.2% | -78.2% | +17.9% |
| 10Y | +876.2% | +140.6% | +735.5% | +438.6% |
| All | +1,570.8% | +0.9% | +1,569.9% | +1,025.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling