+56.1%
CDE vs CVS
+41.0%
+15.1%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.8% | +1.3% |
| 7D | -3.1% | -2.2% | -1.0% | -2.6% |
| 30D | +9.5% | -0.1% | +9.5% | +9.3% |
| 3M | +25.5% | -5.2% | +30.7% | +26.5% |
| 6M | -7.9% | +26.9% | -34.8% | -13.4% |
| YTD | +15.6% | +22.1% | -6.5% | +9.1% |
| 1Y | +34.0% | +30.8% | +3.3% | +24.5% |
| 3Y | +791.9% | +54.4% | +737.5% | +679.1% |
| 5Y | +197.7% | +33.4% | +164.4% | +173.1% |
| All | +56.1% | +41.0% | +15.1% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 10y: compounded portfolio wealth divided by compounded CVS 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…
10y analysis · Full analysis span regression · 6 months rolling