+56.1%
CDE vs CB
+225.8%
-169.7%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | -3.1% | -0.7% | -2.4% | -2.9% |
| 30D | +9.5% | -1.2% | +10.7% | +9.8% |
| 3M | +25.5% | +3.8% | +21.7% | +22.9% |
| 6M | -7.9% | +5.8% | -13.7% | -10.9% |
| YTD | +15.6% | +9.4% | +6.2% | +9.9% |
| 1Y | +34.0% | +20.7% | +13.4% | +22.2% |
| 3Y | +791.9% | +70.1% | +721.9% | +589.9% |
| 5Y | +197.7% | +101.4% | +96.4% | +110.1% |
| All | +56.1% | +225.8% | -169.7% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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