-89.7%
CDE vs VLO
+37,066.7%
-37,156.3%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.3% | -6.0% | -3.8% |
| 7D | +2.3% | +5.8% | -3.5% | +0.4% |
| 30D | +18.8% | +28.3% | -9.5% | +9.1% |
| 3M | +23.5% | +48.7% | -25.2% | +7.1% |
| 6M | -8.6% | +71.9% | -80.6% | -25.9% |
| YTD | +16.0% | +138.7% | -122.7% | -16.1% |
| 1Y | +42.1% | +148.5% | -106.4% | +0.9% |
| 3Y | +835.9% | +192.7% | +643.2% | +513.5% |
| 5Y | +197.6% | +601.6% | -404.0% | +41.6% |
| 10Y | +39.6% | +900.2% | -860.6% | -49.2% |
| All | -89.7% | +37,066.7% | -37,156.3% | -98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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