+64.4%
CDE vs DAL
+124.5%
-60.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.4% |
| 7D | +3.1% | +2.3% | +0.8% | +2.3% |
| 30D | -10.3% | +14.3% | -24.6% | -14.2% |
| 3M | -19.1% | +1.3% | -20.4% | -19.5% |
| 6M | -24.0% | +29.3% | -53.3% | -30.3% |
| YTD | -15.6% | +33.0% | -48.6% | -23.6% |
| 1Y | -1.1% | +59.8% | -60.9% | -15.5% |
| 3Y | +613.1% | +177.2% | +435.9% | +394.5% |
| 5Y | +109.3% | +118.4% | -9.1% | +51.4% |
| 10Y | +64.4% | +121.4% | -57.0% | +16.8% |
| All | +64.4% | +124.5% | -60.0% | +16.8% |
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