+98.8%
CVE vs AMRZ
-14.5%
+113.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.4% |
| 7D | +2.5% | -1.9% | +4.4% | +2.2% |
| 30D | +16.7% | -16.9% | +33.7% | +13.4% |
| 3M | +9.3% | -19.2% | +28.5% | +6.7% |
| 6M | +43.6% | -29.3% | +72.9% | +43.2% |
| YTD | +93.6% | -18.0% | +111.6% | +89.1% |
| 1Y | +98.8% | -15.1% | +113.8% | +92.0% |
| All | +98.8% | -14.5% | +113.2% | +92.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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