+23.8%
PATH vs CDE
-15.8%
+39.6%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.7% | -5.8% | -0.7% |
| 7D | -5.3% | +18.1% | -23.4% | -7.1% |
| 30D | -0.5% | -6.2% | +5.7% | +0.1% |
| 3M | -7.1% | -1.2% | -6.0% | -6.2% |
| 6M | +23.8% | -17.4% | +41.2% | +27.2% |
| All | +23.8% | -15.8% | +39.6% | +27.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling