-45.5%
CDE vs DAL
+329.9%
-375.4%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.8% | -3.7% | -2.3% |
| 7D | +0.5% | +0.1% | +0.4% | +0.5% |
| 30D | +21.9% | -13.9% | +35.8% | +25.4% |
| 3M | +14.9% | +1.1% | +13.9% | +14.5% |
| 6M | -10.5% | +26.2% | -36.7% | -14.6% |
| YTD | +19.3% | +16.4% | +2.8% | +15.5% |
| 1Y | +50.8% | +33.9% | +17.0% | +41.8% |
| 3Y | +782.3% | +93.4% | +688.9% | +662.6% |
| 5Y | +191.7% | +106.4% | +85.3% | +146.0% |
| 10Y | +57.6% | +143.0% | -85.3% | +25.0% |
| All | -45.5% | +329.9% | -375.4% | -66.4% |
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