+51.6%
CDE vs ALL
+377.9%
-326.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.3% |
| 7D | -9.6% | +5.0% | -14.7% | -10.9% |
| 30D | -6.7% | +13.3% | -20.0% | -10.3% |
| 3M | -24.2% | +3.2% | -27.4% | -25.3% |
| 6M | -29.1% | +25.3% | -54.4% | -35.5% |
| YTD | -21.5% | +30.5% | -52.0% | -30.2% |
| 1Y | -7.4% | +29.2% | -36.6% | -17.4% |
| 3Y | +596.3% | +119.1% | +477.2% | +383.0% |
| 5Y | +95.7% | +162.6% | -66.9% | +21.9% |
| All | +51.6% | +377.9% | -326.3% | +8.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling