+56.1%
CDE vs AU
+699.0%
-642.9%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +0.7% |
| 7D | -3.1% | -4.3% | +1.2% | +0.4% |
| 30D | +9.5% | +7.3% | +2.2% | +2.8% |
| 3M | +25.5% | +26.3% | -0.8% | +3.8% |
| 6M | -7.9% | +1.8% | -9.7% | -9.3% |
| YTD | +15.6% | +26.8% | -11.3% | -4.9% |
| 1Y | +34.0% | +66.7% | -32.6% | -11.2% |
| 3Y | +791.9% | +579.1% | +212.8% | +82.1% |
| 5Y | +197.7% | +689.3% | -491.6% | -46.7% |
| All | +56.1% | +699.0% | -642.9% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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