+56.1%
CDE vs BN
+265.2%
-209.1%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.7% | +0.9% |
| 7D | -3.1% | -5.2% | +2.1% | +0.2% |
| 30D | +9.5% | -14.5% | +23.9% | +20.7% |
| 3M | +25.5% | -15.0% | +40.5% | +39.4% |
| 6M | -7.9% | -5.4% | -2.5% | -4.1% |
| YTD | +15.6% | -16.4% | +32.0% | +29.6% |
| 1Y | +34.0% | -16.2% | +50.3% | +50.1% |
| 3Y | +791.9% | +67.5% | +724.4% | +556.2% |
| 5Y | +197.7% | +34.1% | +163.6% | +144.2% |
| All | +56.1% | +265.2% | -209.1% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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