+112.9%
CDE vs ROIV
+413.6%
-300.7%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.3% | -8.3% | -7.3% |
| 7D | +14.0% | +14.3% | -0.3% | +11.2% |
| 30D | -10.7% | +16.2% | -27.0% | -13.3% |
| 3M | -15.8% | +15.1% | -30.9% | -18.5% |
| 6M | -17.5% | +44.2% | -61.7% | -23.7% |
| YTD | -14.1% | +89.8% | -104.0% | -24.6% |
| 1Y | +2.9% | +94.6% | -91.6% | -9.9% |
| 3Y | +625.5% | +367.5% | +257.9% | +448.1% |
| All | +112.9% | +413.6% | -300.7% | +30.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling