+34.0%
CDE vs UUUU
+3.5%
+30.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.0% | +6.2% | +3.3% |
| 7D | -3.1% | -10.5% | +7.4% | +1.3% |
| 30D | +9.5% | -10.5% | +20.0% | +14.2% |
| 3M | +25.5% | -14.1% | +39.6% | +32.2% |
| 6M | -7.9% | -35.5% | +27.6% | +6.6% |
| YTD | +15.6% | -10.9% | +26.5% | +20.3% |
| 1Y | +34.0% | +3.4% | +30.7% | +36.8% |
| All | +34.0% | +3.5% | +30.5% | +36.8% |
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