-12.8%
CDE vs BDX
+8.7%
-21.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.9% | -1.3% | -2.9% |
| 7D | -6.1% | -5.4% | -0.6% | -5.3% |
| 30D | +9.5% | -2.2% | +11.6% | +9.8% |
| 3M | +32.0% | +20.1% | +11.9% | +31.5% |
| 6M | -12.8% | +9.1% | -21.8% | +5.0% |
| All | -12.8% | +8.7% | -21.5% | +5.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling