+189.0%
CDE vs COPX
+163.4%
+25.6%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.3% |
| 7D | -3.1% | -2.3% | -0.8% | -1.2% |
| 30D | +9.5% | +0.3% | +9.2% | +8.4% |
| 3M | +25.5% | +6.8% | +18.7% | +16.8% |
| 6M | -7.9% | +7.9% | -15.8% | -15.0% |
| YTD | +15.6% | +23.7% | -8.2% | -8.6% |
| 1Y | +34.0% | +71.5% | -37.5% | -25.2% |
| 3Y | +791.9% | +149.1% | +642.8% | +237.0% |
| All | +189.0% | +163.4% | +25.6% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 COPX 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