+36.3%
CDE vs UAL
+0.5%
+35.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.6% | -2.9% |
| 7D | -6.1% | -2.0% | -4.1% | -5.2% |
| 30D | +9.5% | -15.7% | +25.2% | +18.0% |
| 3M | +32.0% | +3.6% | +28.4% | +29.1% |
| 6M | -12.8% | +16.9% | -29.7% | -20.2% |
| YTD | +14.2% | -4.8% | +19.0% | +11.0% |
| 1Y | +36.3% | -0.9% | +37.2% | +30.7% |
| All | +36.3% | +0.5% | +35.8% | +30.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling