+56.1%
CDE vs UUUU
+465.5%
-409.4%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.0% | +6.2% | +2.8% |
| 7D | -3.1% | -10.5% | +7.4% | +0.3% |
| 30D | +9.5% | -10.5% | +20.0% | +13.1% |
| 3M | +25.5% | -14.1% | +39.6% | +30.9% |
| 6M | -7.9% | -35.5% | +27.6% | +4.2% |
| YTD | +15.6% | -10.9% | +26.5% | +16.7% |
| 1Y | +34.0% | +3.4% | +30.7% | +26.0% |
| 3Y | +791.9% | +73.1% | +718.8% | +560.2% |
| 5Y | +197.7% | +87.1% | +110.6% | +106.6% |
| All | +56.1% | +465.5% | -409.4% | -30.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling