+107.8%
CVE vs AZO
-31.1%
+138.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +0.7% |
| 7D | +2.0% | -0.8% | +2.8% | +1.9% |
| 30D | +13.2% | -5.1% | +18.3% | +12.9% |
| 3M | +21.7% | -7.2% | +28.9% | +21.5% |
| 6M | +48.4% | -20.7% | +69.1% | +48.8% |
| YTD | +100.1% | -14.2% | +114.3% | +105.1% |
| 1Y | +107.8% | -32.2% | +140.0% | +96.0% |
| All | +107.8% | -31.1% | +138.9% | +96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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