-58.8%
CDE vs BLK
+12,998.0%
-13,056.8%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +0.4% |
| 7D | -3.1% | -3.3% | +0.2% | -1.6% |
| 30D | +9.5% | -6.5% | +16.0% | +12.8% |
| 3M | +25.5% | +6.7% | +18.7% | +21.6% |
| 6M | -7.9% | +14.7% | -22.6% | -13.2% |
| YTD | +15.6% | +2.5% | +13.0% | +14.5% |
| 1Y | +34.0% | -2.8% | +36.8% | +36.6% |
| 3Y | +791.9% | +65.9% | +726.0% | +624.7% |
| 5Y | +197.7% | +33.0% | +164.8% | +163.4% |
| 10Y | +55.0% | +281.2% | -226.2% | -11.5% |
| All | -58.8% | +12,998.0% | -13,056.8% | -86.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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