+194.3%
CDE vs BN
+30.5%
+163.7%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -2.2% |
| 7D | -6.1% | -5.9% | -0.2% | -1.7% |
| 30D | +9.5% | -15.1% | +24.5% | +23.6% |
| 3M | +32.0% | -14.6% | +46.6% | +49.0% |
| 6M | -12.8% | -8.4% | -4.4% | -6.4% |
| YTD | +14.2% | -16.8% | +31.0% | +31.0% |
| 1Y | +36.3% | -14.4% | +50.7% | +52.8% |
| 3Y | +821.4% | +70.1% | +751.3% | +510.6% |
| 5Y | +194.3% | +33.5% | +160.7% | +123.4% |
| All | +194.3% | +30.5% | +163.7% | +123.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling