+189.0%
CDE vs BTDR
+20.7%
+168.3%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.7% | -2.5% | +0.7% |
| 7D | -3.1% | -3.4% | +0.3% | -2.7% |
| 30D | +9.5% | +32.6% | -23.1% | +5.2% |
| 3M | +25.5% | -32.2% | +57.7% | +30.1% |
| 6M | -7.9% | +52.4% | -60.3% | -14.1% |
| YTD | +15.6% | +6.7% | +8.9% | +11.7% |
| 1Y | +34.0% | -15.2% | +49.3% | +30.9% |
| 3Y | +791.9% | +14.9% | +777.0% | +662.6% |
| All | +189.0% | +20.7% | +168.3% | +133.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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