-60.8%
CDE vs DAL
+395.8%
-456.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.4% | -7.5% | -7.1% |
| 7D | +14.0% | +10.7% | +3.3% | +11.8% |
| 30D | -10.7% | +12.5% | -23.3% | -12.8% |
| 3M | -15.8% | +3.6% | -19.4% | -16.4% |
| 6M | -17.5% | +26.7% | -44.3% | -21.4% |
| YTD | -14.1% | +34.3% | -48.4% | -19.1% |
| 1Y | +2.9% | +59.1% | -56.2% | -6.1% |
| 3Y | +625.5% | +179.9% | +445.6% | +487.0% |
| 5Y | +117.1% | +119.1% | -2.0% | +80.9% |
| 10Y | +52.9% | +125.6% | -72.7% | +21.4% |
| All | -60.8% | +395.8% | -456.6% | -76.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling