+34.0%
CDE vs URA
+7.9%
+26.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.3% | +4.4% | +4.1% |
| 7D | -3.1% | -5.5% | +2.4% | +1.6% |
| 30D | +9.5% | -3.7% | +13.2% | +12.6% |
| 3M | +25.5% | -2.9% | +28.4% | +28.6% |
| 6M | -7.9% | -15.2% | +7.3% | +6.1% |
| YTD | +15.6% | +1.9% | +13.7% | +17.2% |
| 1Y | +34.0% | +6.9% | +27.1% | +35.6% |
| All | +34.0% | +7.9% | +26.1% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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