+14.8%
IVV vs CDE
+0.7%
+14.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +8.7% | -7.1% | +0.7% |
| 7D | -0.7% | +1.1% | -1.8% | -0.9% |
| 30D | -1.0% | -14.5% | +13.4% | +0.3% |
| 3M | -0.3% | -10.1% | +9.7% | +0.1% |
| 6M | +7.4% | -16.9% | +24.2% | +8.1% |
| YTD | +13.4% | -18.1% | +31.5% | +12.1% |
| 1Y | +14.8% | +5.6% | +9.2% | +9.1% |
| All | +14.8% | +0.7% | +14.1% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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