+189.0%
CDE vs VSXY
+22.6%
+166.3%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.1% | -1.9% | +0.7% |
| 7D | -3.1% | +0.1% | -3.2% | -3.2% |
| 30D | +9.5% | -18.7% | +28.1% | +12.9% |
| 3M | +25.5% | -4.0% | +29.5% | +25.6% |
| 6M | -7.9% | +67.5% | -75.4% | -18.2% |
| YTD | +15.6% | +39.7% | -24.1% | +5.6% |
| 1Y | +34.0% | +180.0% | -145.9% | +7.1% |
| 3Y | +791.9% | +337.3% | +454.6% | +509.2% |
| All | +189.0% | +22.6% | +166.3% | +131.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 5y: compounded portfolio wealth divided by compounded VSXY 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…
5y analysis · Full analysis span regression · 6 months rolling