+341.6%
CVE vs AZO
+93.0%
+248.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.1% | +3.6% | +2.6% |
| 7D | +0.2% | -0.5% | +0.7% | +0.2% |
| 30D | +17.5% | -5.6% | +23.1% | +18.1% |
| 3M | +16.2% | -4.0% | +20.2% | +16.4% |
| 6M | +47.8% | -18.9% | +66.7% | +50.7% |
| YTD | +98.5% | -13.0% | +111.5% | +100.8% |
| 1Y | +109.8% | -30.4% | +140.2% | +117.9% |
| 3Y | +75.5% | +12.7% | +62.8% | +66.6% |
| 5Y | +341.6% | +89.6% | +251.9% | +239.1% |
| All | +341.6% | +93.0% | +248.6% | +239.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling