+34.0%
CDE vs IYR
+6.2%
+27.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.5% |
| 7D | -3.1% | -1.4% | -1.7% | -1.9% |
| 30D | +9.5% | -2.7% | +12.1% | +12.1% |
| 3M | +25.5% | -2.1% | +27.6% | +27.1% |
| 6M | -7.9% | +3.6% | -11.5% | -13.1% |
| YTD | +15.6% | +8.1% | +7.4% | +6.3% |
| 1Y | +34.0% | +4.7% | +29.3% | +21.1% |
| All | +34.0% | +6.2% | +27.8% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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