+56.1%
CDE vs UAL
+112.5%
-56.4%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.1% | -1.9% | +0.4% |
| 7D | -3.1% | -1.4% | -1.7% | -2.8% |
| 30D | +9.5% | -12.2% | +21.7% | +13.0% |
| 3M | +25.5% | -2.5% | +28.0% | +26.1% |
| 6M | -7.9% | +21.1% | -29.0% | -12.5% |
| YTD | +15.6% | -1.8% | +17.3% | +15.2% |
| 1Y | +34.0% | +0.4% | +33.6% | +32.3% |
| 3Y | +791.9% | +130.3% | +661.6% | +595.7% |
| 5Y | +197.7% | +147.7% | +50.1% | +121.1% |
| All | +56.1% | +112.5% | -56.4% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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