+58.2%
CDE vs ACWI
+226.5%
-168.3%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.3% | +2.6% |
| 7D | -2.0% | 0.0% | -2.0% | -2.0% |
| 30D | +15.7% | -0.6% | +16.3% | +17.0% |
| 3M | +30.5% | +4.3% | +26.3% | +24.0% |
| 6M | -7.4% | +12.7% | -20.1% | -20.2% |
| YTD | +17.9% | +13.9% | +4.0% | +1.2% |
| 1Y | +46.7% | +20.5% | +26.2% | +16.9% |
| 3Y | +851.3% | +76.5% | +774.8% | +361.6% |
| 5Y | +202.9% | +67.5% | +135.4% | +60.5% |
| 10Y | +58.2% | +231.8% | -173.7% | -68.4% |
| All | +58.2% | +226.5% | -168.3% | -68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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