+922.4%
VZ vs CDE
-92.4%
+1,014.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.1% | +7.6% | +0.7% |
| 7D | +2.4% | +14.0% | -11.7% | +2.0% |
| 30D | +11.2% | -10.7% | +21.9% | +11.4% |
| 3M | 0.0% | -15.8% | +15.8% | +0.3% |
| 6M | +1.3% | -17.5% | +18.8% | +1.4% |
| YTD | +21.3% | -14.1% | +35.4% | +20.8% |
| 1Y | +23.9% | +2.9% | +21.0% | +22.8% |
| 3Y | +57.7% | +625.5% | -567.8% | +46.0% |
| 5Y | +21.2% | +117.1% | -95.9% | +14.6% |
| 10Y | +70.6% | +52.9% | +17.6% | +57.8% |
| All | +922.4% | -92.4% | +1,014.9% | +798.7% |
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