-30.0%
CDE vs BTG
+371.8%
-401.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.9% | -0.2% | -1.4% |
| 7D | -6.1% | -5.5% | -0.6% | -2.7% |
| 30D | +9.5% | +6.1% | +3.4% | +5.7% |
| 3M | +32.0% | +38.6% | -6.7% | +8.3% |
| 6M | -12.8% | +0.7% | -13.5% | -12.9% |
| YTD | +14.2% | +20.3% | -6.1% | +3.0% |
| 1Y | +36.3% | +25.0% | +11.2% | +21.2% |
| 3Y | +821.4% | +97.3% | +724.1% | +548.8% |
| 5Y | +194.3% | +78.3% | +115.9% | +134.6% |
| 10Y | +53.2% | +151.6% | -98.4% | +12.0% |
| All | -30.0% | +371.8% | -401.8% | -71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 all: compounded portfolio wealth divided by compounded BTG 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…
all analysis · Full analysis span regression · 6 months rolling