-81.0%
PATH vs CDE
+57.6%
-138.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.7% | +4.1% | +2.7% |
| 7D | -2.7% | +3.1% | -5.8% | -3.4% |
| 30D | -1.4% | -10.3% | +9.0% | +0.1% |
| 3M | -16.4% | -19.1% | +2.7% | -13.9% |
| 6M | +23.3% | -24.0% | +47.3% | +26.9% |
| YTD | -19.8% | -15.6% | -4.2% | -20.7% |
| 1Y | -8.6% | -1.1% | -7.5% | -12.6% |
| 3Y | -24.0% | +613.1% | -637.2% | -56.4% |
| 5Y | -77.1% | +109.3% | -186.4% | -83.9% |
| All | -81.0% | +57.6% | -138.5% | -85.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling