+1,611.9%
BE vs CDE
+797.0%
+814.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.1% | -0.9% | -2.9% |
| 7D | +9.7% | -6.1% | +15.8% | +12.0% |
| 30D | +22.4% | +9.5% | +12.9% | +17.8% |
| 3M | +10.4% | +32.0% | -21.6% | -1.0% |
| 6M | +67.9% | -12.8% | +80.6% | +71.5% |
| YTD | +197.5% | +14.2% | +183.3% | +176.1% |
| 1Y | +310.6% | +36.3% | +274.3% | +259.0% |
| All | +1,611.9% | +797.0% | +814.8% | +602.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling