+56.1%
CDE vs ALLY
+189.7%
-133.6%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.3% |
| 7D | -3.1% | -3.8% | +0.7% | -1.7% |
| 30D | +9.5% | -4.9% | +14.4% | +11.5% |
| 3M | +25.5% | -2.6% | +28.1% | +26.7% |
| 6M | -7.9% | +15.7% | -23.6% | -12.9% |
| YTD | +15.6% | -5.2% | +20.7% | +17.5% |
| 1Y | +34.0% | +2.8% | +31.2% | +31.3% |
| 3Y | +791.9% | +63.4% | +728.5% | +619.4% |
| 5Y | +197.7% | -2.6% | +200.3% | +178.8% |
| All | +56.1% | +189.7% | -133.6% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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