+56.1%
CDE vs D
+36.8%
+19.3%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.1% | +2.2% | +1.8% |
| 7D | -3.1% | -2.2% | -0.9% | -2.0% |
| 30D | +9.5% | -4.5% | +13.9% | +12.1% |
| 3M | +25.5% | -2.5% | +28.0% | +27.0% |
| 6M | -7.9% | +5.5% | -13.4% | -11.2% |
| YTD | +15.6% | +13.3% | +2.3% | +7.1% |
| 1Y | +34.0% | +11.8% | +22.2% | +24.7% |
| 3Y | +791.9% | +56.7% | +735.2% | +566.4% |
| 5Y | +197.7% | +4.3% | +193.5% | +179.2% |
| All | +56.1% | +36.8% | +19.3% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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