+582.6%
CDE vs AVTR
+1.1%
+581.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.1% | +2.5% |
| 7D | -2.0% | +1.6% | -3.5% | -2.6% |
| 30D | +15.7% | +8.4% | +7.3% | +12.6% |
| 3M | +30.5% | +50.2% | -19.6% | +12.0% |
| 6M | -7.4% | +82.6% | -90.0% | -26.1% |
| YTD | +17.9% | +29.8% | -11.9% | +5.5% |
| 1Y | +46.7% | +16.0% | +30.7% | +32.7% |
| 3Y | +851.3% | -26.4% | +877.7% | +881.8% |
| 5Y | +202.9% | -64.5% | +267.4% | +305.0% |
| All | +582.6% | +1.1% | +581.5% | +462.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling