+197.6%
CDE vs ACWI
+67.7%
+129.9%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.3% | -1.9% |
| 7D | +2.3% | +1.1% | +1.2% | +0.3% |
| 30D | +18.8% | -0.2% | +19.0% | +19.5% |
| 3M | +23.5% | +4.7% | +18.8% | +15.2% |
| 6M | -8.6% | +14.5% | -23.1% | -25.7% |
| YTD | +16.0% | +14.6% | +1.4% | -4.6% |
| 1Y | +42.1% | +21.4% | +20.6% | +6.9% |
| 3Y | +835.9% | +77.6% | +758.3% | +297.6% |
| 5Y | +197.6% | +68.1% | +129.5% | +32.6% |
| All | +197.6% | +67.7% | +129.9% | +32.6% |
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