+197.6%
CDE vs DAL
+102.5%
+95.1%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.2% | -2.1% |
| 7D | +2.3% | +3.4% | -1.1% | +1.0% |
| 30D | +18.8% | -13.6% | +32.4% | +25.5% |
| 3M | +23.5% | +1.2% | +22.3% | +22.4% |
| 6M | -8.6% | +34.5% | -43.1% | -19.0% |
| YTD | +16.0% | +14.7% | +1.3% | +8.9% |
| 1Y | +42.1% | +29.2% | +12.8% | +26.7% |
| 3Y | +835.9% | +100.0% | +735.9% | +560.4% |
| 5Y | +197.6% | +106.3% | +91.3% | +98.7% |
| All | +197.6% | +102.5% | +95.1% | +98.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling