+835.9%
CDE vs ACWI
+77.6%
+758.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.3% | -1.7% |
| 7D | +2.3% | +1.1% | +1.2% | -0.1% |
| 30D | +18.8% | -0.2% | +19.0% | +19.6% |
| 3M | +23.5% | +4.7% | +18.8% | +13.2% |
| 6M | -8.6% | +14.5% | -23.1% | -29.3% |
| YTD | +16.0% | +14.6% | +1.4% | -8.9% |
| 1Y | +42.1% | +21.4% | +20.6% | +0.3% |
| 3Y | +835.9% | +77.6% | +758.3% | +206.2% |
| All | +835.9% | +77.6% | +758.3% | +206.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling