+596.3%
CDE vs ACI
-31.5%
+627.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.5% | -2.2% |
| 7D | -9.6% | +2.3% | -11.9% | -9.8% |
| 30D | -6.7% | +1.2% | -7.9% | -7.0% |
| 3M | -24.2% | +6.8% | -31.0% | -25.0% |
| 6M | -29.1% | -18.7% | -10.4% | -26.7% |
| YTD | -21.5% | -20.2% | -1.3% | -19.2% |
| 1Y | -7.4% | -23.7% | +16.4% | -3.0% |
| 3Y | +596.3% | -31.6% | +627.9% | +643.6% |
| All | +596.3% | -31.5% | +627.8% | +643.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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