+56.1%
CDE vs DAR
+366.1%
-310.0%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.9% | +3.1% | +2.0% |
| 7D | -3.1% | -0.1% | -3.0% | -3.1% |
| 30D | +9.5% | +2.6% | +6.8% | +7.4% |
| 3M | +25.5% | +14.2% | +11.3% | +16.0% |
| 6M | -7.9% | +17.2% | -25.1% | -16.4% |
| YTD | +15.6% | +80.9% | -65.3% | -14.8% |
| 1Y | +34.0% | +104.0% | -69.9% | -7.5% |
| 3Y | +791.9% | +3.6% | +788.3% | +712.9% |
| 5Y | +197.7% | -7.8% | +205.5% | +180.1% |
| All | +56.1% | +366.1% | -310.0% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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