+22.5%
VZ vs CDE
+40.5%
-18.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.1% | +1.3% |
| 7D | +0.9% | -3.1% | +4.0% | +0.8% |
| 30D | +7.7% | +9.5% | -1.7% | +8.3% |
| 3M | +9.7% | +25.5% | -15.8% | +11.5% |
| 6M | +3.1% | -7.9% | +11.0% | +3.1% |
| YTD | +30.5% | +15.6% | +14.9% | +30.3% |
| 1Y | +22.5% | +34.0% | -11.6% | +23.4% |
| All | +22.5% | +40.5% | -18.0% | +23.4% |
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