-5.3%
CDE vs ACWI
+12.1%
-17.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -3.2% |
| 7D | -2.3% | +2.7% | -4.9% | -9.4% |
| 30D | -12.1% | -2.6% | -9.5% | -4.6% |
| 3M | -23.9% | -3.2% | -20.8% | -15.6% |
| 6M | -29.0% | +1.9% | -30.9% | -30.6% |
| YTD | -19.7% | +11.3% | -31.1% | -36.0% |
| All | -5.3% | +12.1% | -17.4% | -27.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling