+21.7%
VZ vs CDE
-6.7%
+28.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.9% | +4.7% | -0.5% |
| 7D | +0.9% | -2.3% | +3.2% | +0.8% |
| 30D | +6.9% | -12.1% | +19.0% | +6.0% |
| 3M | +0.6% | -23.9% | +24.6% | -1.1% |
| 6M | +0.3% | -29.0% | +29.3% | -1.5% |
| YTD | +21.9% | -19.7% | +41.6% | +18.4% |
| 1Y | +21.7% | -8.4% | +30.1% | +18.6% |
| All | +21.7% | -6.7% | +28.4% | +18.6% |
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 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