+89.9%
CVE vs AZO
+1,990.9%
-1,901.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.5% |
| 7D | +2.5% | +0.7% | +1.8% | +2.3% |
| 30D | +16.7% | -2.7% | +19.4% | +17.5% |
| 3M | +9.3% | -3.2% | +12.5% | +9.6% |
| 6M | +43.6% | -19.7% | +63.3% | +51.5% |
| YTD | +93.6% | -12.0% | +105.6% | +98.3% |
| 1Y | +98.8% | -29.5% | +128.3% | +116.9% |
| 3Y | +73.6% | +17.3% | +56.3% | +57.0% |
| 5Y | +312.5% | +94.1% | +218.4% | +202.8% |
| 10Y | +161.0% | +303.3% | -142.3% | +37.1% |
| All | +89.9% | +1,990.9% | -1,901.0% | -54.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling