+50.8%
CDE vs BB
+105.3%
-54.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +0.5% | -5.6% | +6.2% | +1.8% |
| 30D | +21.9% | -11.8% | +33.7% | +25.1% |
| 3M | +14.9% | -25.5% | +40.5% | +21.0% |
| 6M | -10.5% | +121.3% | -131.8% | -26.9% |
| YTD | +19.3% | +103.2% | -83.9% | +0.2% |
| 1Y | +50.8% | +102.6% | -51.8% | +23.9% |
| All | +50.8% | +105.3% | -54.5% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 1y: compounded portfolio wealth divided by compounded BB 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…
1y analysis · Full analysis span regression · 6 months rolling