+100.2%
CDE vs U
-72.6%
+172.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.1% | -5.9% | -5.1% |
| 7D | -2.3% | +2.8% | -5.1% | -2.8% |
| 30D | -12.1% | +7.6% | -19.7% | -13.6% |
| 3M | -23.9% | +12.7% | -36.6% | -26.2% |
| 6M | -29.0% | +87.0% | -116.0% | -38.5% |
| YTD | -19.7% | +13.6% | -33.3% | -24.6% |
| 1Y | -8.4% | +25.3% | -33.7% | -15.8% |
| 3Y | +578.5% | +85.8% | +492.7% | +438.9% |
| 5Y | +100.2% | -74.5% | +174.7% | +138.0% |
| All | +100.2% | -72.6% | +172.8% | +138.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling