+50.8%
CDE vs ALL
+28.3%
+22.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.5% | -2.9% |
| 7D | +0.5% | 0.0% | +0.5% | +0.5% |
| 30D | +21.9% | -1.5% | +23.3% | +21.3% |
| 3M | +14.9% | +23.6% | -8.7% | +34.3% |
| 6M | -10.5% | +22.3% | -32.8% | +4.5% |
| YTD | +19.3% | +26.5% | -7.3% | +42.1% |
| 1Y | +50.8% | +27.0% | +23.8% | +84.6% |
| All | +50.8% | +28.3% | +22.5% | +84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 1y: compounded portfolio wealth divided by compounded ALL 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…
1y analysis · Full analysis span regression · 6 months rolling