+161.9%
CDE vs U
-44.5%
+206.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.7% |
| 7D | +0.5% | -3.8% | +4.3% | +1.3% |
| 30D | +21.9% | +17.5% | +4.4% | +17.3% |
| 3M | +14.9% | +38.7% | -23.8% | +7.0% |
| 6M | -10.5% | +104.4% | -114.9% | -23.2% |
| YTD | +19.3% | -5.7% | +24.9% | +17.1% |
| 1Y | +50.8% | +3.7% | +47.1% | +43.6% |
| 3Y | +782.3% | +12.3% | +770.0% | +674.6% |
| 5Y | +191.7% | -68.8% | +260.5% | +191.8% |
| All | +161.9% | -44.5% | +206.3% | +125.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling