+58.2%
CDE vs DAL
+126.9%
-68.8%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | -2.0% | +0.8% | -2.7% | -2.2% |
| 30D | +15.7% | -11.7% | +27.4% | +20.3% |
| 3M | +30.5% | -2.7% | +33.3% | +31.4% |
| 6M | -7.4% | +30.7% | -38.0% | -15.3% |
| YTD | +17.9% | +14.4% | +3.5% | +12.2% |
| 1Y | +46.7% | +31.2% | +15.5% | +33.1% |
| 3Y | +851.3% | +99.4% | +751.8% | +630.3% |
| 5Y | +202.9% | +98.6% | +104.4% | +126.6% |
| 10Y | +58.2% | +135.0% | -76.8% | +9.0% |
| All | +58.2% | +126.9% | -68.8% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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