+65.2%
ALAB vs CDE
+54.5%
+10.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -1.9% | +11.6% | +10.4% |
| 7D | +7.2% | +0.5% | +6.7% | +6.9% |
| 30D | -2.5% | +21.9% | -24.4% | -9.9% |
| 3M | -13.3% | +14.9% | -28.2% | -18.9% |
| 6M | +172.8% | -10.5% | +183.3% | +169.4% |
| YTD | +86.6% | +19.3% | +67.3% | +73.7% |
| 1Y | +65.2% | +50.8% | +14.3% | +51.2% |
| All | +65.2% | +54.5% | +10.6% | +51.2% |
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