+6.6%
CDE vs ASX
+3,326.1%
-3,319.5%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.0% | -0.2% | -1.7% |
| 7D | -9.6% | +12.4% | -22.0% | -12.4% |
| 30D | -6.7% | -19.8% | +13.1% | -2.4% |
| 3M | -24.2% | -10.3% | -13.9% | -23.2% |
| 6M | -29.1% | +1.2% | -30.3% | -31.0% |
| YTD | -21.5% | +123.0% | -144.5% | -37.4% |
| 1Y | -7.4% | +145.4% | -152.8% | -27.9% |
| 3Y | +596.3% | +368.6% | +227.7% | +362.2% |
| 5Y | +95.7% | +486.0% | -390.3% | +21.7% |
| 10Y | +53.0% | +941.0% | -888.1% | -18.7% |
| All | +6.6% | +3,326.1% | -3,319.5% | -52.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling