+56.1%
CDE vs BWA
+156.8%
-100.7%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.5% | -0.3% | +0.5% |
| 7D | -3.1% | -1.3% | -1.8% | -2.6% |
| 30D | +9.5% | -2.9% | +12.4% | +10.6% |
| 3M | +25.5% | -10.7% | +36.2% | +31.9% |
| 6M | -7.9% | +26.5% | -34.4% | -15.8% |
| YTD | +15.6% | +49.1% | -33.5% | -3.3% |
| 1Y | +34.0% | +52.1% | -18.0% | +11.0% |
| 3Y | +791.9% | +72.6% | +719.3% | +585.6% |
| 5Y | +197.7% | +89.4% | +108.3% | +114.3% |
| All | +56.1% | +156.8% | -100.7% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 10y: compounded portfolio wealth divided by compounded BWA 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…
10y analysis · Full analysis span regression · 6 months rolling