-76.7%
APTV vs CVE
+150.7%
-227.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -1.1% |
| 7D | -8.9% | +0.1% | -9.0% | -8.9% |
| 30D | -9.5% | -10.8% | +1.3% | -7.1% |
| 3M | -20.6% | -4.3% | -16.2% | -20.3% |
| 6M | -28.9% | -1.5% | -27.4% | -29.7% |
| YTD | -48.2% | +70.7% | -118.9% | -57.7% |
| 1Y | -51.7% | +58.1% | -109.8% | -59.7% |
| 3Y | -48.1% | +69.8% | -117.9% | -59.2% |
| 5Y | -76.7% | +148.9% | -225.6% | -83.6% |
| All | -76.7% | +150.7% | -227.4% | -83.6% |
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