+189.0%
CDE vs BNY
+256.6%
-67.6%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.1% | +1.1% |
| 7D | -3.1% | -1.3% | -1.8% | -2.1% |
| 30D | +9.5% | -0.2% | +9.6% | +9.3% |
| 3M | +25.5% | +14.9% | +10.6% | +12.7% |
| 6M | -7.9% | +40.0% | -47.9% | -28.3% |
| YTD | +15.6% | +42.0% | -26.4% | -10.8% |
| 1Y | +34.0% | +56.9% | -22.8% | -3.2% |
| 3Y | +791.9% | +289.9% | +502.0% | +241.0% |
| All | +189.0% | +256.6% | -67.6% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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