-48.1%
CDE vs ACWI
+356.8%
-405.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.8% |
| 7D | +0.5% | +0.5% | 0.0% | -0.2% |
| 30D | +21.9% | +0.9% | +21.0% | +20.7% |
| 3M | +14.9% | +2.4% | +12.5% | +12.9% |
| 6M | -10.5% | +12.4% | -22.9% | -22.0% |
| YTD | +19.3% | +15.2% | +4.1% | +1.5% |
| 1Y | +50.8% | +22.7% | +28.1% | +18.1% |
| 3Y | +782.3% | +75.8% | +706.5% | +335.0% |
| 5Y | +191.7% | +67.7% | +124.0% | +57.2% |
| 10Y | +57.6% | +229.0% | -171.4% | -65.9% |
| All | -48.1% | +356.8% | -405.0% | -94.8% |
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 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