-89.5%
CDE vs BEN
+4,825.3%
-4,914.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.2% | +2.1% |
| 7D | -2.0% | +3.4% | -5.3% | -3.0% |
| 30D | +15.7% | +1.8% | +13.9% | +15.0% |
| 3M | +30.5% | +8.4% | +22.1% | +27.6% |
| 6M | -7.4% | +35.6% | -43.0% | -15.3% |
| YTD | +17.9% | +46.4% | -28.5% | +5.3% |
| 1Y | +46.7% | +46.3% | +0.4% | +30.8% |
| 3Y | +851.3% | +54.6% | +796.7% | +729.4% |
| 5Y | +202.9% | +39.4% | +163.5% | +170.0% |
| 10Y | +58.2% | +57.6% | +0.6% | +31.2% |
| All | -89.5% | +4,825.3% | -4,914.8% | -90.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling