+344.6%
CDE vs VIK
+221.3%
+123.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -2.6% |
| 7D | -6.1% | -1.8% | -4.2% | -5.4% |
| 30D | +9.5% | -17.3% | +26.7% | +17.5% |
| 3M | +32.0% | -5.1% | +37.0% | +33.2% |
| 6M | -12.8% | +16.2% | -29.0% | -19.6% |
| YTD | +14.2% | +17.6% | -3.4% | +4.3% |
| 1Y | +36.3% | +33.5% | +2.8% | +17.8% |
| All | +344.6% | +221.3% | +123.3% | +164.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling