+189.0%
CDE vs BRKR
-39.7%
+228.7%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.3% |
| 7D | -3.1% | -8.7% | +5.6% | +0.1% |
| 30D | +9.5% | -9.9% | +19.3% | +13.8% |
| 3M | +25.5% | -3.1% | +28.6% | +24.5% |
| 6M | -7.9% | +45.5% | -53.4% | -22.4% |
| YTD | +15.6% | +13.7% | +1.9% | +6.3% |
| 1Y | +34.0% | +67.4% | -33.4% | +5.7% |
| 3Y | +791.9% | -13.2% | +805.1% | +780.0% |
| All | +189.0% | -39.7% | +228.7% | +180.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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