+66.0%
CVE vs AEIS
-12.7%
+78.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.1% | -6.7% | -0.8% |
| 7D | -16.1% | -11.3% | -4.9% | -15.7% |
| 30D | -10.4% | -32.6% | +22.2% | -9.7% |
| 3M | -2.4% | -39.2% | +36.8% | -1.6% |
| 6M | -4.4% | -45.4% | +40.9% | -3.5% |
| YTD | +64.9% | -5.8% | +70.8% | +57.4% |
| 1Y | +66.0% | -10.0% | +76.0% | +58.4% |
| All | +66.0% | -12.7% | +78.7% | +58.4% |
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