+50.8%
CDE vs FOXA
+9.1%
+41.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.5% | -2.0% |
| 7D | +0.5% | -4.0% | +4.5% | +0.3% |
| 30D | +21.9% | +12.0% | +9.9% | +22.4% |
| 3M | +14.9% | +0.3% | +14.7% | +14.5% |
| 6M | -10.5% | +12.5% | -23.0% | -12.3% |
| YTD | +19.3% | -9.6% | +28.9% | +15.0% |
| 1Y | +50.8% | +8.6% | +42.2% | +50.7% |
| All | +50.8% | +9.1% | +41.7% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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