+56.1%
CDE vs VRTX
+451.8%
-395.7%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | -3.1% | -5.6% | +2.5% | -1.1% |
| 30D | +9.5% | -2.0% | +11.4% | +10.4% |
| 3M | +25.5% | +15.8% | +9.7% | +19.5% |
| 6M | -7.9% | +4.7% | -12.6% | -9.3% |
| YTD | +15.6% | +13.7% | +1.9% | +10.9% |
| 1Y | +34.0% | +29.7% | +4.3% | +22.8% |
| 3Y | +791.9% | +48.4% | +743.5% | +641.4% |
| 5Y | +197.7% | +173.3% | +24.4% | +95.3% |
| All | +56.1% | +451.8% | -395.7% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 10y: compounded portfolio wealth divided by compounded VRTX 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…
10y analysis · Full analysis span regression · 6 months rolling