+5.6%
CDE vs XLRE
+14.1%
-8.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +3.3% | +5.4% | +5.5% |
| 7D | +1.1% | +7.1% | -6.0% | -5.0% |
| 30D | -14.5% | +10.9% | -25.4% | -22.6% |
| 3M | -10.1% | +0.7% | -10.8% | -10.7% |
| 6M | -16.9% | +4.1% | -21.0% | -21.2% |
| YTD | -18.1% | +14.5% | -32.7% | -31.1% |
| 1Y | +5.6% | +14.1% | -8.5% | -10.4% |
| All | +5.6% | +14.1% | -8.5% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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