+56.1%
CDE vs BKR
+125.3%
-69.2%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.4% |
| 7D | -3.1% | -7.0% | +3.9% | -0.1% |
| 30D | +9.5% | -8.1% | +17.6% | +13.4% |
| 3M | +25.5% | -6.6% | +32.1% | +28.6% |
| 6M | -7.9% | +0.9% | -8.8% | -8.7% |
| YTD | +15.6% | +31.1% | -15.5% | +2.7% |
| 1Y | +34.0% | +27.7% | +6.3% | +20.1% |
| 3Y | +791.9% | +71.2% | +720.7% | +594.7% |
| 5Y | +197.7% | +177.6% | +20.1% | +90.0% |
| All | +56.1% | +125.3% | -69.2% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 10y: compounded portfolio wealth divided by compounded BKR 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…
10y analysis · Full analysis span regression · 6 months rolling