+309.8%
BE vs CDE
+40.5%
+269.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.2% | +5.5% | +6.1% |
| 7D | +9.0% | -3.1% | +12.2% | +10.6% |
| 30D | +16.3% | +9.5% | +6.8% | +10.2% |
| 3M | +10.8% | +25.5% | -14.7% | -3.1% |
| 6M | +73.2% | -7.9% | +81.1% | +72.2% |
| YTD | +217.4% | +15.6% | +201.8% | +176.1% |
| 1Y | +309.8% | +34.0% | +275.7% | +253.6% |
| All | +309.8% | +40.5% | +269.3% | +253.6% |
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