+201.6%
CDE vs USB
+40.0%
+161.6%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.8% |
| 7D | +0.5% | +1.4% | -0.9% | 0.0% |
| 30D | +21.9% | -1.3% | +23.2% | +22.4% |
| 3M | +14.9% | +15.2% | -0.3% | +7.9% |
| 6M | -10.5% | +18.8% | -29.3% | -17.0% |
| YTD | +19.3% | +21.0% | -1.8% | +9.9% |
| 1Y | +50.8% | +34.0% | +16.8% | +33.0% |
| 3Y | +782.3% | +95.3% | +687.0% | +559.0% |
| All | +201.6% | +40.0% | +161.6% | +134.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling