+37,360.5%
ADI vs CDE
-89.6%
+37,450.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.4% |
| 7D | +2.6% | -2.0% | +4.6% | +2.8% |
| 30D | -4.6% | +15.7% | -20.3% | -5.6% |
| 3M | -9.5% | +30.5% | -40.0% | -11.3% |
| 6M | +14.8% | -7.4% | +22.2% | +14.7% |
| YTD | +35.8% | +17.9% | +17.9% | +33.2% |
| 1Y | +48.9% | +46.7% | +2.2% | +43.4% |
| 3Y | +115.6% | +851.3% | -735.7% | +81.8% |
| 5Y | +135.1% | +202.9% | -67.8% | +107.1% |
| 10Y | +636.4% | +58.2% | +578.3% | +533.0% |
| All | +37,360.5% | -89.6% | +37,450.1% | +29,407.2% |
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