+39.6%
CDE vs CSGP
+41.1%
-1.6%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.8% | -0.9% | -2.1% |
| 7D | +2.3% | -5.1% | +7.4% | +3.9% |
| 30D | +18.8% | +0.3% | +18.5% | +18.3% |
| 3M | +23.5% | -9.1% | +32.6% | +25.8% |
| 6M | -8.6% | -37.3% | +28.6% | +4.8% |
| YTD | +16.0% | -54.9% | +70.9% | +48.0% |
| 1Y | +42.1% | -65.5% | +107.6% | +99.4% |
| 3Y | +835.9% | -63.3% | +899.1% | +1,158.1% |
| 5Y | +197.6% | -65.8% | +263.4% | +301.9% |
| 10Y | +39.6% | +40.1% | -0.6% | +56.1% |
| All | +39.6% | +41.1% | -1.6% | +56.1% |
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