+194.3%
CDE vs EIX
+22.7%
+171.6%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -2.6% |
| 7D | -6.1% | +0.8% | -6.9% | -6.6% |
| 30D | +9.5% | -18.8% | +28.3% | +18.0% |
| 3M | +32.0% | -19.7% | +51.7% | +42.3% |
| 6M | -12.8% | -18.2% | +5.4% | -7.5% |
| YTD | +14.2% | -1.7% | +16.0% | +7.1% |
| 1Y | +36.3% | +7.8% | +28.5% | +19.7% |
| 3Y | +821.4% | -5.6% | +827.0% | +743.1% |
| 5Y | +194.3% | +23.7% | +170.6% | +116.4% |
| All | +194.3% | +22.7% | +171.6% | +116.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling