+99.7%
CDE vs ASX
+482.2%
-382.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.0% | -0.2% | -1.3% |
| 7D | -9.6% | +12.4% | -22.0% | -14.6% |
| 30D | -6.7% | -19.8% | +13.1% | +0.8% |
| 3M | -24.2% | -10.3% | -13.9% | -22.9% |
| 6M | -29.1% | +1.2% | -30.3% | -34.0% |
| YTD | -21.5% | +123.0% | -144.5% | -51.5% |
| 1Y | -7.4% | +145.4% | -152.8% | -45.5% |
| 3Y | +596.3% | +368.6% | +227.7% | +188.5% |
| All | +99.7% | +482.2% | -382.6% | -31.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling