+5.6%
CDE vs BEN
+56.2%
-50.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +4.7% | +4.1% | +5.0% |
| 7D | +1.1% | +6.7% | -5.6% | -3.8% |
| 30D | -14.5% | +3.0% | -17.5% | -16.4% |
| 3M | -10.1% | -4.3% | -5.7% | -7.2% |
| 6M | -16.9% | +16.4% | -33.2% | -24.2% |
| YTD | -18.1% | +46.8% | -64.9% | -37.4% |
| 1Y | +5.6% | +57.3% | -51.7% | -23.6% |
| All | +5.6% | +56.2% | -50.6% | -23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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