+89.9%
CVE vs AEE
+660.6%
-570.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +17.6% |
| 3M | +9.3% | +0.2% | +9.1% | +8.8% |
| 6M | +43.6% | -4.7% | +48.3% | +45.1% |
| YTD | +93.6% | +8.1% | +85.5% | +87.0% |
| 1Y | +98.8% | +8.5% | +90.2% | +91.4% |
| 3Y | +73.6% | +48.9% | +24.7% | +46.2% |
| 5Y | +312.5% | +39.9% | +272.6% | +252.2% |
| 10Y | +161.0% | +186.5% | -25.5% | +58.1% |
| All | +89.9% | +660.6% | -570.7% | -48.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling