+189.0%
CDE vs ALB
-48.5%
+237.5%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.4% | +4.6% | +2.6% |
| 7D | -3.1% | -6.6% | +3.5% | -0.5% |
| 30D | +9.5% | -8.1% | +17.6% | +12.7% |
| 3M | +25.5% | -25.7% | +51.2% | +40.3% |
| 6M | -7.9% | -29.5% | +21.6% | +3.8% |
| YTD | +15.6% | -16.2% | +31.8% | +21.3% |
| 1Y | +34.0% | +59.2% | -25.2% | +8.3% |
| 3Y | +791.9% | -33.7% | +825.6% | +841.2% |
| All | +189.0% | -48.5% | +237.5% | +233.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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