+36.3%
CDE vs ROIV
+203.5%
-167.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.1% | -2.4% |
| 7D | -6.1% | +19.0% | -25.0% | -12.2% |
| 30D | +9.5% | +16.1% | -6.7% | +3.2% |
| 3M | +32.0% | +44.1% | -12.1% | +12.9% |
| 6M | -12.8% | +37.8% | -50.6% | -24.5% |
| YTD | +14.2% | +88.7% | -74.5% | -12.8% |
| 1Y | +36.3% | +197.3% | -161.0% | +16.6% |
| All | +36.3% | +203.5% | -167.2% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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