+56.1%
CDE vs ASX
+964.2%
-908.1%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.2% | +1.6% |
| 7D | -3.1% | +5.2% | -8.3% | -5.4% |
| 30D | +9.5% | +0.5% | +9.0% | +8.8% |
| 3M | +25.5% | +8.3% | +17.2% | +18.6% |
| 6M | -7.9% | +82.0% | -89.9% | -31.1% |
| YTD | +15.6% | +147.6% | -132.1% | -24.4% |
| 1Y | +34.0% | +258.8% | -224.8% | -25.5% |
| 3Y | +791.9% | +452.1% | +339.9% | +308.8% |
| 5Y | +197.7% | +441.7% | -244.0% | +31.9% |
| All | +56.1% | +964.2% | -908.1% | -56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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