+56.1%
CDE vs URI
+1,233.9%
-1,177.8%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -3.1% | -2.1% | -1.1% | -2.3% |
| 30D | +9.5% | -12.4% | +21.9% | +15.4% |
| 3M | +25.5% | -7.3% | +32.8% | +28.6% |
| 6M | -7.9% | +27.2% | -35.1% | -18.5% |
| YTD | +15.6% | +23.0% | -7.4% | +3.0% |
| 1Y | +34.0% | +3.9% | +30.1% | +28.5% |
| 3Y | +791.9% | +121.6% | +670.3% | +517.8% |
| 5Y | +197.7% | +201.1% | -3.3% | +76.4% |
| All | +56.1% | +1,233.9% | -1,177.8% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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