+36.3%
CDE vs URI
+5.1%
+31.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.9% | +0.7% | -1.8% |
| 7D | -6.1% | -0.5% | -5.6% | -5.9% |
| 30D | +9.5% | -13.4% | +22.8% | +15.0% |
| 3M | +32.0% | -6.2% | +38.2% | +34.6% |
| 6M | -12.8% | +28.0% | -40.8% | -22.0% |
| YTD | +14.2% | +23.0% | -8.7% | +1.4% |
| 1Y | +36.3% | +5.5% | +30.8% | +36.3% |
| All | +36.3% | +5.1% | +31.2% | +36.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling