+189.0%
CDE vs CNC
+10.7%
+178.2%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +1.0% |
| 7D | -3.1% | -0.9% | -2.2% | -3.0% |
| 30D | +9.5% | -1.0% | +10.4% | +9.6% |
| 3M | +25.5% | +4.5% | +21.0% | +24.8% |
| 6M | -7.9% | +85.2% | -93.1% | -15.6% |
| YTD | +15.6% | +61.4% | -45.9% | +7.6% |
| 1Y | +34.0% | +94.9% | -60.8% | +20.9% |
| 3Y | +791.9% | 0.0% | +791.9% | +765.4% |
| All | +189.0% | +10.7% | +178.2% | +188.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 5y: compounded portfolio wealth divided by compounded CNC 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…
5y analysis · Full analysis span regression · 6 months rolling