+50.8%
CDE vs UUUU
+27.9%
+22.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.7% | -2.2% |
| 7D | +0.5% | -1.4% | +1.9% | +1.1% |
| 30D | +21.9% | +16.3% | +5.5% | +14.2% |
| 3M | +14.9% | -16.7% | +31.6% | +22.3% |
| 6M | -10.5% | -33.7% | +23.1% | +1.6% |
| YTD | +19.3% | -0.5% | +19.7% | +19.5% |
| 1Y | +50.8% | +28.9% | +22.0% | +47.8% |
| All | +50.8% | +27.9% | +22.9% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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