+134.8%
CVE vs AEIS
+144.8%
-10.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +11.3% | -10.8% | -1.6% |
| 7D | -10.1% | +1.0% | -11.0% | -10.5% |
| 30D | -12.1% | -24.0% | +11.9% | -8.0% |
| 3M | -1.9% | -32.5% | +30.6% | +4.5% |
| 6M | -1.8% | -38.6% | +36.7% | +4.7% |
| YTD | +65.8% | +4.8% | +60.9% | +49.3% |
| 1Y | +60.8% | +1.3% | +59.5% | +45.8% |
| 3Y | +70.1% | +159.2% | -89.1% | +10.0% |
| 5Y | +134.8% | +140.8% | -6.0% | +49.9% |
| All | +134.8% | +144.8% | -10.0% | +49.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling