+194.3%
CDE vs RVTY
-34.5%
+228.8%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -1.9% |
| 7D | -6.1% | -7.4% | +1.4% | -2.1% |
| 30D | +9.5% | +4.5% | +5.0% | +7.2% |
| 3M | +32.0% | +19.5% | +12.5% | +20.2% |
| 6M | -12.8% | +34.1% | -46.9% | -25.5% |
| YTD | +14.2% | +25.3% | -11.0% | +0.6% |
| 1Y | +36.3% | +47.0% | -10.7% | +9.6% |
| 3Y | +821.4% | +14.1% | +807.3% | +711.2% |
| 5Y | +194.3% | -34.6% | +228.8% | +192.3% |
| All | +194.3% | -34.5% | +228.8% | +192.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling