+57.7%
CVE vs AEE
+57.7%
0.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -16.1% | +2.1% | -18.2% | -16.1% |
| 30D | -10.4% | +11.4% | -21.8% | -10.6% |
| 3M | -2.4% | +5.0% | -7.3% | -2.5% |
| 6M | -4.4% | +4.4% | -8.9% | -4.6% |
| YTD | +64.9% | +15.4% | +49.6% | +62.9% |
| 1Y | +66.0% | +13.8% | +52.3% | +64.2% |
| 3Y | +57.7% | +58.0% | -0.4% | +46.8% |
| All | +57.7% | +57.7% | 0.0% | +46.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling