-53.5%
APTV vs CVE
+72.1%
-125.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.3% | +4.4% | +3.3% |
| 7D | +4.8% | +2.5% | +2.3% | +4.2% |
| 30D | +2.0% | +16.7% | -14.7% | -1.7% |
| 3M | -34.2% | +9.3% | -43.5% | -35.7% |
| 6M | -34.7% | +43.6% | -78.3% | -41.6% |
| YTD | -37.0% | +93.6% | -130.6% | -49.2% |
| 1Y | -40.4% | +98.8% | -139.2% | -52.7% |
| All | -53.5% | +72.1% | -125.6% | -66.2% |
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