+34.0%
CDE vs USAR
+13.1%
+21.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.0% | +4.2% | +1.9% |
| 7D | -3.1% | -11.6% | +8.5% | -0.2% |
| 30D | +9.5% | -15.5% | +24.9% | +13.5% |
| 3M | +25.5% | -31.0% | +56.5% | +35.2% |
| 6M | -7.9% | -26.2% | +18.3% | -3.8% |
| YTD | +15.6% | +30.8% | -15.2% | +9.6% |
| 1Y | +34.0% | +7.1% | +27.0% | +67.9% |
| All | +34.0% | +13.1% | +21.0% | +67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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