+72.4%
CDE vs U
-29.6%
+101.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +5.2% | -7.5% | -3.3% |
| 7D | -9.6% | +2.6% | -12.2% | -10.1% |
| 30D | -6.7% | +27.6% | -34.2% | -11.4% |
| 3M | -24.2% | +15.3% | -39.6% | -26.8% |
| 6M | -29.1% | +96.4% | -125.5% | -38.7% |
| YTD | -21.5% | +19.6% | -41.1% | -26.8% |
| 1Y | -7.4% | +42.1% | -49.5% | -16.5% |
| 3Y | +596.3% | +87.5% | +508.8% | +458.5% |
| 5Y | +95.7% | -73.1% | +168.9% | +97.6% |
| All | +72.4% | -29.6% | +101.9% | +41.1% |
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