+34.0%
CDE vs RVTY
+50.6%
-16.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.8% | -1.6% | -0.4% |
| 7D | -3.1% | -4.5% | +1.4% | -0.5% |
| 30D | +9.5% | +5.5% | +4.0% | +6.5% |
| 3M | +25.5% | +22.5% | +3.0% | +12.9% |
| 6M | -7.9% | +38.9% | -46.8% | -22.4% |
| YTD | +15.6% | +28.7% | -13.2% | +0.1% |
| 1Y | +34.0% | +45.5% | -11.4% | +12.7% |
| All | +34.0% | +50.6% | -16.6% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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