+73.2%
CVE vs AEIS
+148.8%
-75.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.0% | +4.6% | +1.3% |
| 7D | +5.9% | +11.5% | -5.6% | +4.1% |
| 30D | -10.9% | -15.8% | +4.9% | -9.0% |
| 3M | -4.5% | -33.3% | +28.8% | +0.6% |
| 6M | -1.0% | -35.2% | +34.2% | +3.2% |
| YTD | +74.7% | +5.0% | +69.7% | +56.7% |
| 1Y | +65.8% | +8.5% | +57.3% | +46.9% |
| 3Y | +73.2% | +152.9% | -79.7% | +16.3% |
| All | +73.2% | +148.8% | -75.6% | +16.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling