+791.9%
CDE vs VRSK
-26.5%
+818.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.2% |
| 7D | -3.1% | -5.2% | +2.1% | -3.9% |
| 30D | +9.5% | -2.3% | +11.8% | +9.1% |
| 3M | +25.5% | -2.9% | +28.4% | +24.8% |
| 6M | -7.9% | -12.8% | +4.9% | -7.4% |
| YTD | +15.6% | -20.8% | +36.4% | +16.8% |
| 1Y | +34.0% | -33.2% | +67.3% | +38.6% |
| 3Y | +791.9% | -26.6% | +818.5% | +851.3% |
| All | +791.9% | -26.5% | +818.4% | +851.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 3y: compounded portfolio wealth divided by compounded VRSK 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…
3y analysis · Full analysis span regression · 6 months rolling