+56.1%
CDE vs BNS
+188.9%
-132.8%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +0.7% |
| 7D | -3.1% | -0.4% | -2.7% | -2.8% |
| 30D | +9.5% | +3.5% | +6.0% | +6.2% |
| 3M | +25.5% | +14.1% | +11.4% | +13.0% |
| 6M | -7.9% | +33.8% | -41.7% | -26.2% |
| YTD | +15.6% | +29.5% | -13.9% | -4.6% |
| 1Y | +34.0% | +48.4% | -14.4% | -0.1% |
| 3Y | +791.9% | +129.6% | +662.3% | +384.6% |
| 5Y | +197.7% | +96.1% | +101.7% | +80.7% |
| All | +56.1% | +188.9% | -132.8% | -35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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