+810.1%
CDE vs UAL
+125.0%
+685.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.7% | +2.0% |
| 7D | -2.0% | -1.1% | -0.8% | -1.6% |
| 30D | +15.7% | -13.4% | +29.1% | +21.4% |
| 3M | +30.5% | -2.3% | +32.8% | +31.2% |
| 6M | -7.4% | +13.3% | -20.7% | -11.9% |
| YTD | +17.9% | -4.2% | +22.1% | +17.6% |
| 1Y | +46.7% | +1.4% | +45.3% | +43.1% |
| All | +810.1% | +125.0% | +685.1% | +513.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling