+153.7%
CDE vs U
-41.4%
+195.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.5% | -3.3% | +0.3% |
| 7D | -3.1% | +5.5% | -8.6% | -4.2% |
| 30D | +9.5% | -1.3% | +10.7% | +9.6% |
| 3M | +25.5% | +64.6% | -39.1% | +12.8% |
| 6M | -7.9% | +119.4% | -127.3% | -22.0% |
| YTD | +15.6% | -0.5% | +16.0% | +12.2% |
| 1Y | +34.0% | +1.3% | +32.8% | +28.3% |
| 3Y | +791.9% | +15.6% | +776.3% | +677.5% |
| 5Y | +197.7% | -67.5% | +265.2% | +195.2% |
| All | +153.7% | -41.4% | +195.1% | +116.4% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 10y: compounded portfolio wealth divided by compounded U 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…
10y analysis · Full analysis span regression · 6 months rolling