+60.7%
BMY vs CDE
+61.6%
-0.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.2% |
| 7D | -4.8% | -3.1% | -1.7% | -4.6% |
| 30D | -0.1% | +9.5% | -9.6% | -0.5% |
| 3M | +13.1% | +25.5% | -12.4% | +11.9% |
| 6M | +8.4% | -7.9% | +16.3% | +8.2% |
| YTD | +22.0% | +15.6% | +6.4% | +20.3% |
| 1Y | +40.3% | +34.0% | +6.2% | +37.0% |
| 3Y | +20.5% | +791.9% | -771.4% | +5.1% |
| 5Y | +23.7% | +197.7% | -174.0% | +12.0% |
| All | +60.7% | +61.6% | -0.9% | +36.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling