+56.1%
CDE vs AZO
+296.8%
-240.7%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.3% | +1.2% |
| 7D | -3.1% | -3.6% | +0.5% | -1.9% |
| 30D | +9.5% | -5.6% | +15.0% | +11.4% |
| 3M | +25.5% | -6.6% | +32.1% | +27.4% |
| 6M | -7.9% | -22.5% | +14.6% | -0.7% |
| YTD | +15.6% | -15.2% | +30.7% | +20.9% |
| 1Y | +34.0% | -33.9% | +68.0% | +52.3% |
| 3Y | +791.9% | +11.8% | +780.1% | +716.3% |
| 5Y | +197.7% | +85.5% | +112.2% | +119.2% |
| All | +56.1% | +296.8% | -240.7% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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