+189.0%
CDE vs UUUU
+79.1%
+109.8%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.0% | +6.2% | +3.2% |
| 7D | -3.1% | -10.5% | +7.4% | +1.3% |
| 30D | +9.5% | -10.5% | +20.0% | +14.1% |
| 3M | +25.5% | -14.1% | +39.6% | +32.3% |
| 6M | -7.9% | -35.5% | +27.6% | +7.4% |
| YTD | +15.6% | -10.9% | +26.5% | +15.7% |
| 1Y | +34.0% | +3.4% | +30.7% | +20.7% |
| 3Y | +791.9% | +73.1% | +718.8% | +462.7% |
| All | +189.0% | +79.1% | +109.8% | +72.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling