+26.1%
AZN vs CVE
+71.6%
-45.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | +0.1% | -1.2% |
| 7D | 0.0% | +2.5% | -2.5% | -0.1% |
| 30D | +0.7% | +16.7% | -16.0% | +0.3% |
| 3M | -10.5% | +9.3% | -19.8% | -10.8% |
| 6M | -19.3% | +43.6% | -62.9% | -20.7% |
| YTD | -10.6% | +93.6% | -104.2% | -13.6% |
| 1Y | +0.5% | +98.8% | -98.2% | -3.1% |
| All | +26.1% | +71.6% | -45.5% | +18.4% |
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 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