+791.9%
CDE vs BDX
-10.0%
+801.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.9% |
| 7D | -3.1% | -3.2% | +0.1% | -1.9% |
| 30D | +9.5% | -2.5% | +12.0% | +10.7% |
| 3M | +25.5% | +21.4% | +4.1% | +15.8% |
| 6M | -7.9% | +10.4% | -18.3% | -11.3% |
| YTD | +15.6% | +18.8% | -3.3% | +7.1% |
| 1Y | +34.0% | +21.7% | +12.4% | +22.7% |
| 3Y | +791.9% | -10.0% | +801.9% | +902.7% |
| All | +791.9% | -10.0% | +801.9% | +902.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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