+470.7%
CDE vs KVUE
-20.4%
+491.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.2% | +1.2% |
| 7D | -3.1% | -5.1% | +2.0% | -2.5% |
| 30D | +9.5% | -6.3% | +15.8% | +10.3% |
| 3M | +25.5% | -0.5% | +26.0% | +25.7% |
| 6M | -7.9% | +3.1% | -11.0% | -8.1% |
| YTD | +15.6% | +6.7% | +8.9% | +15.3% |
| 1Y | +34.0% | -1.1% | +35.2% | +39.2% |
| 3Y | +791.9% | -8.7% | +800.7% | +835.4% |
| All | +470.7% | -20.4% | +491.2% | +506.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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