-65.1%
CDE vs ACWI
+341.7%
-406.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -4.0% |
| 7D | -2.3% | +2.7% | -4.9% | -5.9% |
| 30D | -12.1% | -2.6% | -9.5% | -8.2% |
| 3M | -23.9% | -3.2% | -20.8% | -19.6% |
| 6M | -29.0% | +1.9% | -30.9% | -29.0% |
| YTD | -19.7% | +11.3% | -31.1% | -27.8% |
| 1Y | -8.4% | +11.7% | -20.1% | -17.6% |
| 3Y | +578.5% | +74.4% | +504.1% | +241.1% |
| 5Y | +100.2% | +59.5% | +40.7% | +16.9% |
| 10Y | +56.5% | +225.2% | -168.8% | -65.6% |
| All | -65.1% | +341.7% | -406.8% | -96.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling