+977.1%
BE vs CDE
+158.9%
+818.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.6% | -4.5% | -3.4% |
| 7D | +23.9% | -2.0% | +25.9% | +24.5% |
| 30D | +27.8% | +15.7% | +12.1% | +21.5% |
| 3M | +3.7% | +30.5% | -26.8% | -5.1% |
| 6M | +78.0% | -7.4% | +85.3% | +79.5% |
| YTD | +209.9% | +17.9% | +192.0% | +188.2% |
| 1Y | +389.6% | +46.7% | +342.9% | +324.9% |
| 3Y | +1,730.6% | +851.3% | +879.3% | +737.8% |
| 5Y | +1,227.8% | +202.9% | +1,024.9% | +674.9% |
| All | +977.1% | +158.9% | +818.2% | +673.8% |
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