+65.8%
CVE vs AIG
+8.7%
+57.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.7% |
| 7D | +5.9% | +6.6% | -0.6% | +5.9% |
| 30D | -10.9% | +7.0% | -17.9% | -11.0% |
| 3M | -4.5% | +9.7% | -14.2% | -4.7% |
| 6M | -1.0% | +10.8% | -11.8% | -1.5% |
| YTD | +74.7% | -1.3% | +76.0% | +78.8% |
| 1Y | +65.8% | +8.4% | +57.5% | +65.8% |
| All | +65.8% | +8.7% | +57.1% | +65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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