+50.8%
CDE vs AVTR
+16.8%
+34.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.4% | -1.5% |
| 7D | +0.5% | +2.7% | -2.2% | -0.1% |
| 30D | +21.9% | +12.1% | +9.8% | +18.8% |
| 3M | +14.9% | +57.2% | -42.3% | +2.4% |
| 6M | -10.5% | +73.1% | -83.6% | -22.4% |
| YTD | +19.3% | +30.6% | -11.4% | +7.1% |
| 1Y | +50.8% | +13.5% | +37.3% | +35.3% |
| All | +50.8% | +16.8% | +34.0% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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