-75.7%
CDE vs URI
+7,134.6%
-7,210.3%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.6% | -3.5% | -2.3% |
| 7D | +0.5% | -2.0% | +2.5% | +1.0% |
| 30D | +21.9% | -12.9% | +34.8% | +26.5% |
| 3M | +14.9% | -6.7% | +21.7% | +16.9% |
| 6M | -10.5% | +19.0% | -29.5% | -15.9% |
| YTD | +19.3% | +25.5% | -6.3% | +10.1% |
| 1Y | +50.8% | +5.5% | +45.3% | +46.3% |
| 3Y | +782.3% | +111.3% | +671.0% | +605.2% |
| 5Y | +191.7% | +198.6% | -6.9% | +109.4% |
| 10Y | +57.6% | +1,179.9% | -1,122.3% | -25.8% |
| All | -75.7% | +7,134.6% | -7,210.3% | -95.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling