+56.1%
CDE vs ALL
+365.1%
-309.0%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.0% |
| 7D | -3.1% | -2.3% | -0.8% | -2.4% |
| 30D | +9.5% | -0.4% | +9.9% | +9.5% |
| 3M | +25.5% | +16.0% | +9.5% | +18.2% |
| 6M | -7.9% | +24.6% | -32.5% | -16.1% |
| YTD | +15.6% | +23.7% | -8.1% | +4.7% |
| 1Y | +34.0% | +27.7% | +6.3% | +19.4% |
| 3Y | +791.9% | +150.2% | +641.7% | +480.5% |
| 5Y | +197.7% | +117.1% | +80.7% | +101.7% |
| All | +56.1% | +365.1% | -309.0% | -6.6% |
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 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