+34.0%
CDE vs VRTX
+32.7%
+1.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | -3.1% | -5.6% | +2.5% | +0.3% |
| 30D | +9.5% | -2.0% | +11.4% | +11.1% |
| 3M | +25.5% | +15.8% | +9.7% | +16.7% |
| 6M | -7.9% | +4.7% | -12.6% | -10.2% |
| YTD | +15.6% | +13.7% | +1.9% | +10.1% |
| 1Y | +34.0% | +29.7% | +4.3% | +25.4% |
| All | +34.0% | +32.7% | +1.4% | +25.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling