+189.0%
CDE vs DOW
-37.7%
+226.7%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.1% | +3.2% | +2.0% |
| 7D | -3.1% | -1.4% | -1.7% | -2.6% |
| 30D | +9.5% | -3.9% | +13.4% | +11.1% |
| 3M | +25.5% | -12.7% | +38.2% | +31.6% |
| 6M | -7.9% | -13.7% | +5.8% | -6.2% |
| YTD | +15.6% | +28.4% | -12.8% | -5.7% |
| 1Y | +34.0% | +21.8% | +12.3% | +10.8% |
| 3Y | +791.9% | -35.7% | +827.6% | +1,046.2% |
| All | +189.0% | -37.7% | +226.7% | +264.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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