+57.6%
CDE vs ASX
+3,734.8%
-3,677.2%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +6.1% | -8.8% | -4.3% |
| 7D | +2.3% | +6.3% | -4.0% | +0.6% |
| 30D | +18.8% | +6.4% | +12.4% | +16.7% |
| 3M | +23.5% | +13.1% | +10.3% | +18.5% |
| 6M | -8.6% | +90.3% | -98.9% | -23.4% |
| YTD | +16.0% | +149.6% | -133.6% | -9.0% |
| 1Y | +42.1% | +249.2% | -207.1% | +2.4% |
| 3Y | +835.9% | +445.9% | +390.0% | +504.9% |
| 5Y | +197.6% | +477.7% | -280.1% | +86.6% |
| 10Y | +39.6% | +913.4% | -873.8% | -25.0% |
| All | +57.6% | +3,734.8% | -3,677.2% | -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 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