+189.0%
CDE vs BB
-26.5%
+215.4%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +0.6% |
| 7D | -3.1% | -0.4% | -2.7% | -3.0% |
| 30D | +9.5% | -12.5% | +22.0% | +13.9% |
| 3M | +25.5% | -17.4% | +42.9% | +31.1% |
| 6M | -7.9% | +119.1% | -127.0% | -32.7% |
| YTD | +15.6% | +102.4% | -86.8% | -13.0% |
| 1Y | +34.0% | +98.2% | -64.1% | +0.2% |
| 3Y | +791.9% | +46.9% | +745.0% | +587.7% |
| All | +189.0% | -26.5% | +215.4% | +161.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling