-45.1%
APTV vs CVE
+54.6%
-99.8%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.7% | -2.8% | -5.0% |
| 7D | -8.1% | -14.1% | +6.0% | -5.3% |
| 30D | -8.7% | -11.6% | +3.0% | -6.6% |
| 3M | -13.1% | 0.0% | -13.1% | -14.1% |
| 6M | -25.5% | -8.4% | -17.1% | -25.0% |
| YTD | -46.3% | +65.9% | -112.2% | -56.0% |
| 1Y | -51.1% | +69.4% | -120.6% | -60.5% |
| All | -45.1% | +54.6% | -99.8% | -57.7% |
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 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