+62.0%
CVE vs AEIS
+3.6%
+58.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +1.7% |
| 7D | +4.6% | +23.2% | -18.6% | +3.8% |
| 30D | -12.0% | -17.0% | +5.0% | -11.9% |
| 3M | -3.8% | -32.2% | +28.4% | -3.5% |
| 6M | -2.7% | -32.6% | +29.8% | -2.4% |
| YTD | +73.6% | +9.4% | +64.2% | +63.3% |
| 1Y | +62.0% | +7.7% | +54.3% | +51.7% |
| All | +62.0% | +3.6% | +58.4% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1y: compounded portfolio wealth divided by compounded AEIS 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…
1y analysis · Full analysis span regression · 6 months rolling