-89.7%
CDE vs FISV
+10,705.1%
-10,794.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.4% | -4.2% | +0.3% |
| 7D | -3.1% | -2.7% | -0.4% | -2.7% |
| 30D | +9.5% | 0.0% | +9.4% | +9.3% |
| 3M | +25.5% | -2.8% | +28.3% | +25.1% |
| 6M | -7.9% | -11.8% | +3.9% | -6.9% |
| YTD | +15.6% | -23.2% | +38.8% | +19.3% |
| 1Y | +34.0% | -62.0% | +96.0% | +51.2% |
| 3Y | +791.9% | -57.6% | +849.5% | +880.0% |
| 5Y | +197.7% | -53.4% | +251.1% | +221.3% |
| 10Y | +55.0% | +2.9% | +52.2% | +53.2% |
| All | -89.7% | +10,705.1% | -10,794.8% | -88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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