+50.3%
CDE vs CSGP
+72.5%
-22.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.3% | +4.1% | +5.7% |
| 7D | +23.5% | -1.8% | +25.3% | +24.1% |
| 30D | -4.0% | +5.3% | -9.3% | -6.8% |
| 3M | -5.4% | +3.3% | -8.7% | -8.1% |
| 6M | -11.3% | -4.7% | -6.6% | -12.6% |
| YTD | -7.6% | -53.5% | +45.9% | +14.8% |
| 1Y | +12.1% | -53.7% | +65.8% | +39.5% |
| 3Y | +652.0% | -59.7% | +711.7% | +863.3% |
| 5Y | +137.3% | -62.5% | +199.8% | +205.9% |
| 10Y | +50.3% | +67.3% | -17.0% | +78.6% |
| All | +50.3% | +72.5% | -22.3% | +78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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