+50.8%
CDE vs COO
+4.1%
+46.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.2% |
| 7D | +0.5% | -2.2% | +2.7% | +1.5% |
| 30D | +21.9% | -7.0% | +28.9% | +25.8% |
| 3M | +14.9% | +12.2% | +2.7% | +8.2% |
| 6M | -10.5% | -15.1% | +4.6% | +2.3% |
| YTD | +19.3% | -15.1% | +34.4% | +36.8% |
| 1Y | +50.8% | +2.3% | +48.5% | +64.4% |
| All | +50.8% | +4.1% | +46.7% | +64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 1y: compounded portfolio wealth divided by compounded COO 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…
1y analysis · Full analysis span regression · 6 months rolling