+3,341.8%
V vs CDE
-67.1%
+3,408.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.5% | +1.5% |
| 7D | +0.9% | -9.6% | +10.6% | +1.7% |
| 30D | +9.0% | -6.7% | +15.6% | +9.4% |
| 3M | +16.7% | -24.2% | +40.9% | +18.9% |
| 6M | +33.4% | -29.1% | +62.5% | +35.8% |
| YTD | +22.4% | -21.5% | +43.9% | +22.2% |
| 1Y | +27.7% | -7.4% | +35.1% | +25.5% |
| 3Y | +78.0% | +596.3% | -518.3% | +38.6% |
| 5Y | +108.5% | +95.7% | +12.8% | +76.2% |
| 10Y | +459.0% | +53.0% | +406.1% | +334.3% |
| All | +3,341.8% | -67.1% | +3,408.9% | +2,100.6% |
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 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