+56.1%
CDE vs EIX
+19.9%
+36.2%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.3% | +2.5% | +1.9% |
| 7D | -3.1% | -1.4% | -1.8% | -2.6% |
| 30D | +9.5% | -19.3% | +28.8% | +18.4% |
| 3M | +25.5% | -21.7% | +47.2% | +37.3% |
| 6M | -7.9% | -19.8% | +11.9% | -0.9% |
| YTD | +15.6% | -3.0% | +18.6% | +10.9% |
| 1Y | +34.0% | +5.1% | +28.9% | +22.3% |
| 3Y | +791.9% | -7.0% | +798.9% | +753.6% |
| 5Y | +197.7% | +22.0% | +175.7% | +145.7% |
| All | +56.1% | +19.9% | +36.2% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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