+5.6%
CDE vs RGEN
+19.5%
-13.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | 0.0% | +8.8% | +8.7% |
| 7D | +1.1% | -3.5% | +4.6% | +2.5% |
| 30D | -14.5% | -6.0% | -8.5% | -12.8% |
| 3M | -10.1% | +19.0% | -29.0% | -16.7% |
| 6M | -16.9% | +50.7% | -67.6% | -31.8% |
| YTD | -18.1% | +8.8% | -26.9% | -15.0% |
| 1Y | +5.6% | +21.3% | -15.7% | +4.3% |
| All | +5.6% | +19.5% | -13.9% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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