+56.1%
CDE vs IOVA
+9.7%
+46.4%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.7% | -4.5% | +0.5% |
| 7D | -3.1% | -2.2% | -0.9% | -2.9% |
| 30D | +9.5% | +27.6% | -18.1% | +6.5% |
| 3M | +25.5% | +117.2% | -91.7% | +12.8% |
| 6M | -7.9% | +77.7% | -85.6% | -16.0% |
| YTD | +15.6% | +215.0% | -199.5% | -2.4% |
| 1Y | +34.0% | +255.4% | -221.3% | +10.7% |
| 3Y | +791.9% | +42.6% | +749.3% | +640.8% |
| 5Y | +197.7% | -62.2% | +260.0% | +168.5% |
| All | +56.1% | +9.7% | +46.4% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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