+625.5%
CDE vs CB
+73.2%
+552.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.6% | -8.6% | -6.7% |
| 7D | +14.0% | +0.7% | +13.3% | +14.2% |
| 30D | -10.7% | +8.2% | -18.9% | -9.0% |
| 3M | -15.8% | +6.3% | -22.1% | -14.4% |
| 6M | -17.5% | +16.2% | -33.7% | -15.0% |
| YTD | -14.1% | +19.3% | -33.5% | -11.5% |
| 1Y | +2.9% | +29.2% | -26.3% | +5.6% |
| 3Y | +625.5% | +71.4% | +554.0% | +697.6% |
| All | +625.5% | +73.2% | +552.2% | +697.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling