+42.1%
CDE vs CSGP
-66.0%
+108.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.8% | -0.9% | -2.8% |
| 7D | +2.3% | -5.1% | +7.4% | +2.0% |
| 30D | +18.8% | +0.3% | +18.5% | +19.0% |
| 3M | +23.5% | -9.1% | +32.6% | +23.2% |
| 6M | -8.6% | -37.3% | +28.6% | -7.5% |
| YTD | +16.0% | -54.9% | +70.9% | +20.1% |
| 1Y | +42.1% | -65.5% | +107.6% | +44.5% |
| All | +42.1% | -66.0% | +108.0% | +44.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling