+56.1%
CDE vs AG
+68.4%
-12.3%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.9% | +4.1% | +3.6% |
| 7D | -3.1% | -6.7% | +3.6% | +2.6% |
| 30D | +9.5% | +2.2% | +7.3% | +7.5% |
| 3M | +25.5% | +15.7% | +9.8% | +11.9% |
| 6M | -7.9% | -23.8% | +15.9% | +15.7% |
| YTD | +15.6% | +17.6% | -2.1% | -0.2% |
| 1Y | +34.0% | +88.6% | -54.6% | -23.3% |
| 3Y | +791.9% | +253.4% | +538.5% | +179.5% |
| 5Y | +197.7% | +62.4% | +135.3% | +74.9% |
| All | +56.1% | +68.4% | -12.3% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 10y: compounded portfolio wealth divided by compounded AG 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…
10y analysis · Full analysis span regression · 6 months rolling