+189.0%
CDE vs BEN
+36.0%
+153.0%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -3.1% | -3.1% | 0.0% | -1.4% |
| 30D | +9.5% | +0.2% | +9.3% | +9.3% |
| 3M | +25.5% | +6.8% | +18.6% | +21.0% |
| 6M | -7.9% | +38.1% | -46.0% | -22.8% |
| YTD | +15.6% | +44.3% | -28.8% | -6.0% |
| 1Y | +34.0% | +42.6% | -8.5% | +9.3% |
| 3Y | +791.9% | +52.3% | +739.6% | +588.1% |
| All | +189.0% | +36.0% | +153.0% | +122.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling