+791.9%
CDE vs AU
+577.5%
+214.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +0.7% |
| 7D | -3.1% | -4.3% | +1.2% | +0.6% |
| 30D | +9.5% | +7.3% | +2.2% | +2.3% |
| 3M | +25.5% | +26.3% | -0.8% | +2.5% |
| 6M | -7.9% | +1.8% | -9.7% | -9.9% |
| YTD | +15.6% | +26.8% | -11.3% | -6.3% |
| 1Y | +34.0% | +66.7% | -32.6% | -13.2% |
| 3Y | +791.9% | +579.1% | +212.8% | +65.6% |
| All | +791.9% | +577.5% | +214.4% | +65.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling