+360.5%
BE vs CDE
+54.5%
+306.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.9% | +9.2% | +8.3% |
| 7D | +20.0% | +0.5% | +19.5% | +19.4% |
| 30D | +7.9% | +21.9% | -13.9% | -4.1% |
| 3M | -13.2% | +14.9% | -28.1% | -20.9% |
| 6M | +53.5% | -10.5% | +64.0% | +54.7% |
| YTD | +191.0% | +19.3% | +171.8% | +147.4% |
| 1Y | +360.5% | +50.8% | +309.7% | +262.0% |
| All | +360.5% | +54.5% | +306.0% | +262.0% |
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