-77.0%
CDE vs VRSN
+6,532.2%
-6,609.2%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | 0.0% | +1.5% |
| 7D | -2.0% | -1.0% | -0.9% | -1.9% |
| 30D | +15.7% | -1.9% | +17.6% | +15.9% |
| 3M | +30.5% | +1.4% | +29.1% | +30.0% |
| 6M | -7.4% | +19.0% | -26.4% | -9.4% |
| YTD | +17.9% | +19.2% | -1.3% | +15.1% |
| 1Y | +46.7% | +1.7% | +45.0% | +45.3% |
| 3Y | +851.3% | +41.4% | +809.9% | +808.2% |
| 5Y | +202.9% | +31.7% | +171.3% | +191.1% |
| 10Y | +58.2% | +290.3% | -232.1% | +41.3% |
| All | -77.0% | +6,532.2% | -6,609.2% | -74.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling