+341.9%
CDE vs DOW
-15.4%
+357.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.2% | -2.9% |
| 7D | +2.3% | -2.9% | +5.2% | +3.7% |
| 30D | +18.8% | +2.0% | +16.9% | +17.6% |
| 3M | +23.5% | -12.5% | +36.0% | +30.0% |
| 6M | -8.6% | -9.2% | +0.6% | -8.7% |
| YTD | +16.0% | +30.8% | -14.8% | -6.0% |
| 1Y | +42.1% | +29.4% | +12.7% | +13.5% |
| 3Y | +835.9% | -34.6% | +870.4% | +989.6% |
| 5Y | +197.6% | -35.9% | +233.5% | +247.9% |
| All | +341.9% | -15.4% | +357.4% | +224.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling