+2,926.4%
V vs CDE
-50.0%
+2,976.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.8% |
| 7D | -1.7% | +0.5% | -2.2% | -1.8% |
| 30D | +2.0% | +21.9% | -19.9% | 0.0% |
| 3M | +17.4% | +14.9% | +2.4% | +15.2% |
| 6M | +17.5% | -10.5% | +28.0% | +17.2% |
| YTD | +7.6% | +19.3% | -11.7% | +4.0% |
| 1Y | +7.7% | +50.8% | -43.1% | +1.2% |
| 3Y | +54.7% | +782.3% | -727.7% | +18.2% |
| 5Y | +73.0% | +191.7% | -118.6% | +41.7% |
| 10Y | +390.9% | +57.6% | +333.2% | +282.6% |
| All | +2,926.4% | -50.0% | +2,976.4% | +1,774.0% |
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 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