+791.9%
CDE vs BX
+25.1%
+766.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.5% | -1.3% | -0.3% |
| 7D | -3.1% | -5.6% | +2.5% | +0.2% |
| 30D | +9.5% | -12.2% | +21.7% | +18.1% |
| 3M | +25.5% | +7.4% | +18.1% | +20.5% |
| 6M | -7.9% | +22.2% | -30.1% | -18.4% |
| YTD | +15.6% | -14.0% | +29.6% | +25.1% |
| 1Y | +34.0% | -27.3% | +61.3% | +60.5% |
| 3Y | +791.9% | +24.5% | +767.4% | +582.9% |
| All | +791.9% | +25.1% | +766.8% | +582.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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