+29.9%
AAPL vs CDE
+0.7%
+29.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +8.7% | -3.4% | +5.0% |
| 7D | +1.7% | +1.1% | +0.5% | +1.5% |
| 30D | +5.0% | -14.5% | +19.5% | +5.4% |
| 3M | +13.1% | -10.1% | +23.1% | +13.1% |
| 6M | +26.5% | -16.9% | +43.4% | +26.7% |
| YTD | +28.9% | -18.1% | +47.0% | +28.3% |
| 1Y | +29.9% | +5.6% | +24.3% | +26.2% |
| All | +29.9% | +0.7% | +29.2% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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