+143.5%
CVE vs AEE
+216.2%
-72.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.0% | +2.8% |
| 7D | +0.1% | +0.2% | -0.1% | 0.0% |
| 30D | -10.8% | +9.7% | -20.6% | -13.0% |
| 3M | -4.3% | +5.8% | -10.1% | -5.8% |
| 6M | -1.5% | +4.5% | -5.9% | -2.9% |
| YTD | +70.7% | +15.8% | +54.9% | +63.3% |
| 1Y | +58.1% | +10.8% | +47.3% | +53.0% |
| 3Y | +69.8% | +62.8% | +7.1% | +45.7% |
| 5Y | +148.9% | +56.1% | +92.8% | +115.3% |
| 10Y | +143.5% | +216.4% | -72.9% | +142.9% |
| All | +143.5% | +216.2% | -72.7% | +142.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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