-91.7%
CDE vs VICR
+11,356.8%
-11,448.5%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.2% | 0.0% | -2.6% |
| 7D | -6.1% | -0.4% | -5.7% | -6.1% |
| 30D | +9.5% | -15.6% | +25.0% | +11.9% |
| 3M | +32.0% | -35.4% | +67.4% | +39.2% |
| 6M | -12.8% | +1.3% | -14.1% | -15.4% |
| YTD | +14.2% | +62.5% | -48.2% | +2.6% |
| 1Y | +36.3% | +255.5% | -219.2% | +7.2% |
| 3Y | +821.4% | +182.0% | +639.4% | +614.2% |
| 5Y | +194.3% | +42.9% | +151.4% | +136.6% |
| 10Y | +53.2% | +1,494.0% | -1,440.8% | -14.8% |
| All | -91.7% | +11,356.8% | -11,448.5% | -95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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