+194.3%
CDE vs A
-16.6%
+210.8%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -2.5% |
| 7D | -6.1% | -4.6% | -1.5% | -3.4% |
| 30D | +9.5% | -4.3% | +13.7% | +12.7% |
| 3M | +32.0% | +8.9% | +23.0% | +25.6% |
| 6M | -12.8% | +24.5% | -37.3% | -24.3% |
| YTD | +14.2% | +5.8% | +8.4% | +9.0% |
| 1Y | +36.3% | +16.2% | +20.1% | +21.2% |
| 3Y | +821.4% | +28.5% | +792.9% | +650.6% |
| 5Y | +194.3% | -16.3% | +210.6% | +149.1% |
| All | +194.3% | -16.6% | +210.8% | +149.1% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 5y: compounded portfolio wealth divided by compounded A 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…
5y analysis · Full analysis span regression · 6 months rolling