+329.7%
AZN vs CVE
+136.7%
+193.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.6% |
| 7D | +1.5% | -10.1% | +11.6% | +2.0% |
| 30D | +19.0% | -12.1% | +31.1% | +19.7% |
| 3M | +17.3% | -1.9% | +19.2% | +17.2% |
| 6M | +3.6% | -1.8% | +5.4% | +3.4% |
| YTD | +4.1% | +65.8% | -61.7% | +0.6% |
| 1Y | +13.1% | +60.8% | -47.7% | +9.5% |
| 3Y | +55.8% | +70.1% | -14.4% | +49.1% |
| 5Y | +66.5% | +134.8% | -68.3% | +55.2% |
| 10Y | +329.7% | +130.1% | +199.6% | +286.6% |
| All | +329.7% | +136.7% | +193.0% | +286.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling