+320.2%
CVE vs AEE
+40.8%
+279.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | +2.5% | +0.3% | +2.2% | +2.4% |
| 30D | +16.7% | -2.3% | +19.0% | +17.2% |
| 3M | +9.3% | +0.2% | +9.1% | +8.9% |
| 6M | +43.6% | -4.7% | +48.3% | +44.5% |
| YTD | +93.6% | +8.1% | +85.5% | +89.2% |
| 1Y | +98.8% | +8.5% | +90.2% | +93.9% |
| 3Y | +73.6% | +48.9% | +24.7% | +54.2% |
| All | +320.2% | +40.8% | +279.4% | +294.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling