+835.9%
CDE vs D
+65.5%
+770.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -3.0% |
| 7D | +2.3% | +0.8% | +1.5% | +1.9% |
| 30D | +18.8% | -0.7% | +19.5% | +19.2% |
| 3M | +23.5% | +2.1% | +21.4% | +22.0% |
| 6M | -8.6% | +6.8% | -15.5% | -12.0% |
| YTD | +16.0% | +16.5% | -0.5% | +6.9% |
| 1Y | +42.1% | +19.2% | +22.9% | +29.1% |
| 3Y | +835.9% | +61.9% | +774.0% | +594.9% |
| All | +835.9% | +65.5% | +770.4% | +594.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling