+57.7%
CVE vs AZO
+24.6%
+33.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | -0.8% |
| 7D | -16.1% | +1.5% | -17.6% | -16.0% |
| 30D | -10.4% | +13.0% | -23.4% | -9.9% |
| 3M | -2.4% | +4.8% | -7.1% | -2.1% |
| 6M | -4.4% | -9.2% | +4.8% | -4.2% |
| YTD | +64.9% | -5.2% | +70.1% | +66.4% |
| 1Y | +66.0% | -12.4% | +78.5% | +67.1% |
| 3Y | +57.7% | +23.4% | +34.2% | +62.4% |
| All | +57.7% | +24.6% | +33.1% | +62.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling