+189.0%
CDE vs DBX
+11.7%
+177.2%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.5% | -0.3% | +0.7% |
| 7D | -3.1% | +2.1% | -5.2% | -3.8% |
| 30D | +9.5% | +5.7% | +3.7% | +7.0% |
| 3M | +25.5% | +31.8% | -6.3% | +12.1% |
| 6M | -7.9% | +37.5% | -45.4% | -20.9% |
| YTD | +15.6% | +27.9% | -12.4% | +2.4% |
| 1Y | +34.0% | +15.0% | +19.0% | +24.1% |
| 3Y | +791.9% | +27.2% | +764.7% | +654.3% |
| All | +189.0% | +11.7% | +177.2% | +122.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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