+810.1%
CDE vs ARWR
+173.2%
+637.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.9% | +4.6% | +2.3% |
| 7D | -2.0% | -3.2% | +1.2% | -1.3% |
| 30D | +15.7% | -6.5% | +22.2% | +17.5% |
| 3M | +30.5% | +12.7% | +17.8% | +26.8% |
| 6M | -7.4% | +36.2% | -43.6% | -13.5% |
| YTD | +17.9% | +24.5% | -6.6% | +11.7% |
| 1Y | +46.7% | +198.0% | -151.3% | +16.1% |
| All | +810.1% | +173.2% | +637.0% | +544.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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