+781.5%
CDE vs URA
+107.9%
+673.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.0% | +0.8% | +0.1% |
| 7D | -6.1% | -1.5% | -4.5% | -5.1% |
| 30D | +9.5% | -0.4% | +9.8% | +9.4% |
| 3M | +32.0% | +6.3% | +25.7% | +26.0% |
| 6M | -12.8% | -14.0% | +1.2% | -1.2% |
| YTD | +14.2% | +5.3% | +8.9% | +12.0% |
| 1Y | +36.3% | +11.7% | +24.6% | +28.3% |
| All | +781.5% | +107.9% | +673.7% | +428.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling