+117.1%
CDE vs ACWI
+59.2%
+58.0%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.5% | -6.6% | -6.2% |
| 7D | +14.0% | -0.2% | +14.2% | +14.3% |
| 30D | -10.7% | -3.3% | -7.5% | -4.5% |
| 3M | -15.8% | -3.4% | -12.4% | -9.2% |
| 6M | -17.5% | +0.8% | -18.3% | -16.1% |
| YTD | -14.1% | +10.7% | -24.9% | -24.2% |
| 1Y | +2.9% | +11.6% | -8.7% | -10.0% |
| 3Y | +625.5% | +73.4% | +552.1% | +222.2% |
| 5Y | +117.1% | +60.2% | +56.9% | +5.8% |
| All | +117.1% | +59.2% | +58.0% | +5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling