+835.9%
CDE vs ALK
+1.7%
+834.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.1% | +0.4% | -1.5% |
| 7D | +2.3% | +0.1% | +2.2% | +2.3% |
| 30D | +18.8% | -18.5% | +37.3% | +28.1% |
| 3M | +23.5% | -3.6% | +27.0% | +23.8% |
| 6M | -8.6% | -3.7% | -5.0% | -9.2% |
| YTD | +16.0% | -19.0% | +35.0% | +22.8% |
| 1Y | +42.1% | -36.0% | +78.1% | +62.4% |
| 3Y | +835.9% | +2.3% | +833.6% | +725.9% |
| All | +835.9% | +1.7% | +834.2% | +725.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 3y: compounded portfolio wealth divided by compounded ALK 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…
3y analysis · Full analysis span regression · 6 months rolling