+25.2%
VZ vs CDE
+0.7%
+24.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +8.7% | -6.7% | +2.7% |
| 7D | +6.9% | +1.1% | +5.8% | +7.0% |
| 30D | +2.3% | -14.5% | +16.7% | +1.2% |
| 3M | 0.0% | -10.1% | +10.1% | -0.3% |
| 6M | +0.2% | -16.9% | +17.1% | -0.1% |
| YTD | +20.9% | -18.1% | +39.0% | +17.4% |
| 1Y | +25.2% | +5.6% | +19.6% | +21.4% |
| All | +25.2% | +0.7% | +24.5% | +21.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling