+81,302.1%
MU vs CDE
-93.1%
+81,395.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.2% | -0.3% | -2.3% |
| 7D | +12.8% | -9.6% | +22.4% | +14.0% |
| 30D | -14.9% | -6.7% | -8.2% | -14.3% |
| 3M | -18.0% | -24.2% | +6.2% | -15.7% |
| 6M | -3.1% | -29.1% | +26.0% | +0.5% |
| YTD | +172.9% | -21.5% | +194.4% | +178.6% |
| 1Y | +228.8% | -7.4% | +236.2% | +229.8% |
| 3Y | +950.8% | +596.3% | +354.5% | +742.4% |
| 5Y | +931.3% | +95.7% | +835.5% | +796.2% |
| 10Y | +4,417.7% | +53.0% | +4,364.8% | +3,561.8% |
| All | +81,302.1% | -93.1% | +81,395.2% | +58,101.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling