+73.2%
CVE vs APD
+36.4%
+36.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +1.9% | -9.5% | -7.8% |
| 7D | -12.1% | +3.8% | -15.9% | -12.5% |
| 30D | -9.8% | +14.1% | -23.9% | -11.3% |
| 3M | -0.7% | +8.2% | -8.9% | -1.8% |
| 6M | -4.3% | +7.5% | -11.9% | -5.1% |
| YTD | +70.6% | +31.7% | +38.9% | +64.2% |
| 1Y | +73.2% | +35.1% | +38.1% | +66.2% |
| All | +73.2% | +36.4% | +36.8% | +66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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