-78.4%
CDZI price history and return analytics
+346.0%
-424.4%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.2% | +5.1% | +5.1% |
| 7D | -21.3% | -2.3% | -19.0% | -19.3% |
| 30D | -1.1% | -5.0% | +3.8% | +4.4% |
| 3M | +9.5% | -4.9% | +14.4% | +15.3% |
| 6M | -24.2% | -1.5% | -22.6% | -22.5% |
| YTD | -36.2% | +8.5% | -44.7% | -40.8% |
| 1Y | -26.9% | +11.4% | -38.3% | -34.1% |
| 3Y | +8.2% | +70.1% | -61.9% | -35.0% |
| 5Y | -42.6% | +53.7% | -96.4% | -61.1% |
| 10Y | -48.1% | +220.0% | -268.1% | -85.3% |
| All | -78.4% | +346.0% | -424.4% | -96.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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