+189.0%
CDE vs VIAV
+139.8%
+49.2%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.6% | -2.4% | +0.1% |
| 7D | -3.1% | +11.2% | -14.3% | -6.4% |
| 30D | +9.5% | -10.1% | +19.6% | +12.2% |
| 3M | +25.5% | -22.9% | +48.4% | +32.7% |
| 6M | -7.9% | +28.8% | -36.7% | -19.2% |
| YTD | +15.6% | +117.5% | -101.9% | -17.9% |
| 1Y | +34.0% | +216.1% | -182.0% | -18.8% |
| 3Y | +791.9% | +292.2% | +499.7% | +376.1% |
| All | +189.0% | +139.8% | +49.2% | +78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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