+189.0%
CDE vs BNS
+94.7%
+94.3%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +0.5% |
| 7D | -3.1% | -0.4% | -2.7% | -2.7% |
| 30D | +9.5% | +3.5% | +6.0% | +5.2% |
| 3M | +25.5% | +14.1% | +11.4% | +9.2% |
| 6M | -7.9% | +33.8% | -41.7% | -31.5% |
| YTD | +15.6% | +29.5% | -13.9% | -10.6% |
| 1Y | +34.0% | +48.4% | -14.4% | -9.3% |
| 3Y | +791.9% | +129.6% | +662.3% | +293.4% |
| All | +189.0% | +94.7% | +94.3% | +47.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling