-77.0%
PATH vs CDE
+119.1%
-196.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.7% | -5.8% | -1.0% |
| 7D | -5.3% | +18.1% | -23.4% | -8.0% |
| 30D | -0.5% | -6.2% | +5.7% | +0.3% |
| 3M | -7.1% | -1.2% | -6.0% | -7.5% |
| 6M | +23.8% | -17.4% | +41.2% | +25.6% |
| YTD | -20.7% | -13.1% | -7.5% | -21.9% |
| 1Y | -8.1% | +7.3% | -15.3% | -13.3% |
| 3Y | -21.8% | +522.0% | -543.8% | -53.7% |
| All | -77.0% | +119.1% | -196.0% | -81.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling