+34.0%
CDE vs VRSN
+4.1%
+30.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.2% | +1.9% |
| 7D | -3.1% | +0.2% | -3.3% | -3.1% |
| 30D | +9.5% | +3.8% | +5.7% | +11.9% |
| 3M | +25.5% | +5.0% | +20.5% | +29.9% |
| 6M | -7.9% | +24.9% | -32.8% | +5.2% |
| YTD | +15.6% | +21.6% | -6.1% | +29.5% |
| 1Y | +34.0% | +2.4% | +31.6% | +57.1% |
| All | +34.0% | +4.1% | +30.0% | +57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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