+791.9%
CDE vs BN
+70.0%
+721.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.7% | +0.8% |
| 7D | -3.1% | -5.2% | +2.1% | +1.3% |
| 30D | +9.5% | -14.5% | +23.9% | +24.4% |
| 3M | +25.5% | -15.0% | +40.5% | +43.9% |
| 6M | -7.9% | -5.4% | -2.5% | -3.1% |
| YTD | +15.6% | -16.4% | +32.0% | +33.5% |
| 1Y | +34.0% | -16.2% | +50.3% | +54.1% |
| 3Y | +791.9% | +67.5% | +724.4% | +458.5% |
| All | +791.9% | +70.0% | +721.9% | +458.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling