-5.3%
PATH vs CDE
+0.7%
-6.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.7% | -5.8% | +2.0% |
| 7D | -4.8% | +1.1% | -5.9% | -4.9% |
| 30D | +2.7% | -14.5% | +17.1% | +4.1% |
| 3M | -4.2% | -10.1% | +5.9% | -3.2% |
| 6M | +24.7% | -16.9% | +41.6% | +26.3% |
| YTD | -17.6% | -18.1% | +0.6% | -16.5% |
| 1Y | -5.3% | +5.6% | -10.9% | -7.0% |
| All | -5.3% | +0.7% | -6.1% | -7.0% |
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