+42.3%
CDE vs USB
+109.3%
-67.0%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.8% |
| 7D | +0.5% | +1.4% | -0.9% | +0.1% |
| 30D | +21.9% | -1.3% | +23.2% | +22.3% |
| 3M | +14.9% | +15.2% | -0.3% | +9.0% |
| 6M | -10.5% | +18.8% | -29.3% | -15.9% |
| YTD | +19.3% | +21.0% | -1.8% | +11.4% |
| 1Y | +50.8% | +34.0% | +16.8% | +35.8% |
| 3Y | +782.3% | +95.3% | +687.0% | +593.3% |
| 5Y | +191.7% | +40.4% | +151.3% | +148.7% |
| All | +42.3% | +109.3% | -67.0% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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