-77.5%
APTV vs CVE
+158.6%
-236.1%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.8% | -0.3% |
| 7D | -1.7% | +5.9% | -7.7% | -3.3% |
| 30D | -11.6% | -10.9% | -0.7% | -9.2% |
| 3M | -21.2% | -4.5% | -16.7% | -20.9% |
| 6M | -28.5% | -1.0% | -27.5% | -29.4% |
| YTD | -49.1% | +74.7% | -123.8% | -58.7% |
| 1Y | -52.2% | +65.8% | -118.0% | -60.6% |
| 3Y | -48.6% | +73.2% | -121.8% | -59.9% |
| All | -77.5% | +158.6% | -236.1% | -84.4% |
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