-7.4%
CDE vs ROIV
+87.6%
-95.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.1% | -1.8% |
| 7D | -9.6% | +1.7% | -11.3% | -10.2% |
| 30D | -6.7% | +17.6% | -24.3% | -12.2% |
| 3M | -24.2% | +9.0% | -33.2% | -27.3% |
| 6M | -29.1% | +35.3% | -64.4% | -39.4% |
| YTD | -21.5% | +82.2% | -103.7% | -42.9% |
| 1Y | -7.4% | +92.3% | -99.6% | -34.1% |
| All | -7.4% | +87.6% | -95.0% | -34.1% |
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