+791.9%
CDE vs ALNY
+23.4%
+768.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +1.1% |
| 7D | -3.1% | -6.5% | +3.4% | -2.2% |
| 30D | +9.5% | +11.0% | -1.6% | +7.9% |
| 3M | +25.5% | -14.1% | +39.6% | +26.2% |
| 6M | -7.9% | -22.4% | +14.5% | -6.0% |
| YTD | +15.6% | -37.5% | +53.0% | +21.3% |
| 1Y | +34.0% | -46.9% | +81.0% | +43.8% |
| 3Y | +791.9% | +22.1% | +769.8% | +682.8% |
| All | +791.9% | +23.4% | +768.5% | +682.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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