-48.4%
CDE vs UUUU
-92.5%
+44.0%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.3% | +3.2% | -2.0% |
| 7D | -6.1% | -5.0% | -1.0% | -5.2% |
| 30D | +9.5% | -7.8% | +17.3% | +11.0% |
| 3M | +32.0% | -0.4% | +32.4% | +31.9% |
| 6M | -12.8% | -32.9% | +20.1% | -6.6% |
| YTD | +14.2% | -6.3% | +20.5% | +14.6% |
| 1Y | +36.3% | +7.9% | +28.4% | +31.8% |
| 3Y | +821.4% | +85.2% | +736.2% | +682.7% |
| 5Y | +194.3% | +97.0% | +97.3% | +143.3% |
| 10Y | +53.2% | +492.6% | -439.4% | -2.9% |
| All | -48.4% | -92.5% | +44.0% | -62.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling