+612.2%
CDE vs D
+73.0%
+539.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.8% | -4.0% | -4.5% |
| 7D | -2.3% | -3.1% | +0.8% | -1.1% |
| 30D | -12.1% | +8.4% | -20.4% | -15.0% |
| 3M | -23.9% | +0.2% | -24.2% | -24.1% |
| 6M | -29.0% | +9.5% | -38.5% | -32.1% |
| YTD | -19.7% | +18.8% | -38.5% | -25.9% |
| 1Y | -8.4% | +14.7% | -23.1% | -14.2% |
| All | +612.2% | +73.0% | +539.3% | +337.6% |
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 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