+72.7%
CDE vs VEEV
+586.8%
-514.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.2% | -3.2% |
| 7D | -6.1% | -8.2% | +2.2% | -3.7% |
| 30D | +9.5% | +10.3% | -0.8% | +6.1% |
| 3M | +32.0% | +59.4% | -27.4% | +14.4% |
| 6M | -12.8% | +37.6% | -50.4% | -21.8% |
| YTD | +14.2% | +16.9% | -2.7% | +7.3% |
| 1Y | +36.3% | -5.0% | +41.3% | +35.6% |
| 3Y | +821.4% | +18.5% | +802.9% | +738.2% |
| 5Y | +194.3% | -13.8% | +208.1% | +182.0% |
| 10Y | +53.2% | +547.0% | -493.7% | -7.7% |
| All | +72.7% | +586.8% | -514.1% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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