+66.0%
CVE vs AMRZ
-14.7%
+80.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -1.0% |
| 7D | -16.1% | +1.2% | -17.3% | -15.7% |
| 30D | -10.4% | +15.1% | -25.4% | -7.9% |
| 3M | -2.4% | -18.1% | +15.7% | -5.3% |
| 6M | -4.4% | -23.5% | +19.0% | -6.8% |
| YTD | +64.9% | -21.6% | +86.6% | +58.8% |
| 1Y | +66.0% | -14.7% | +80.8% | +61.8% |
| All | +66.0% | -14.7% | +80.7% | +61.8% |
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