+781.5%
CDE vs VRTX
+49.8%
+731.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.9% | -2.8% |
| 7D | -6.1% | -7.8% | +1.7% | -4.1% |
| 30D | +9.5% | -2.8% | +12.3% | +10.4% |
| 3M | +32.0% | +18.1% | +13.9% | +27.9% |
| 6M | -12.8% | +3.1% | -15.9% | -13.5% |
| YTD | +14.2% | +13.5% | +0.7% | +11.9% |
| 1Y | +36.3% | +32.4% | +3.9% | +31.6% |
| All | +781.5% | +49.8% | +731.7% | +707.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling