+791.9%
CDE vs BRO
-7.6%
+799.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.2% |
| 7D | -3.1% | -7.3% | +4.2% | -3.5% |
| 30D | +9.5% | -6.9% | +16.3% | +9.0% |
| 3M | +25.5% | +10.7% | +14.8% | +25.5% |
| 6M | -7.9% | -2.7% | -5.2% | -6.7% |
| YTD | +15.6% | -16.3% | +31.9% | +19.7% |
| 1Y | +34.0% | -29.1% | +63.1% | +42.0% |
| 3Y | +791.9% | -7.8% | +799.7% | +932.3% |
| All | +791.9% | -7.6% | +799.5% | +932.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 3y: compounded portfolio wealth divided by compounded BRO 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…
3y analysis · Full analysis span regression · 6 months rolling