+5.6%
CDE vs VIK
+55.4%
-49.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +6.2% | +2.5% | +6.1% |
| 7D | +1.1% | +5.4% | -4.3% | -1.1% |
| 30D | -14.5% | +12.5% | -27.0% | -18.5% |
| 3M | -10.1% | -15.2% | +5.2% | -3.6% |
| 6M | -16.9% | +15.4% | -32.2% | -24.9% |
| YTD | -18.1% | +27.7% | -45.8% | -29.1% |
| 1Y | +5.6% | +59.7% | -54.1% | -12.6% |
| All | +5.6% | +55.4% | -49.8% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 1y: compounded portfolio wealth divided by compounded VIK 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…
1y analysis · Full analysis span regression · 6 months rolling