+56.1%
CDE vs EMB
+30.3%
+25.7%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.4% |
| 7D | -3.1% | -1.2% | -1.9% | -0.3% |
| 30D | +9.5% | -1.3% | +10.7% | +12.9% |
| 3M | +25.5% | -1.8% | +27.3% | +31.6% |
| 6M | -7.9% | +0.2% | -8.1% | -6.3% |
| YTD | +15.6% | +0.4% | +15.2% | +17.2% |
| 1Y | +34.0% | +2.8% | +31.2% | +29.0% |
| 3Y | +791.9% | +29.1% | +762.8% | +441.3% |
| 5Y | +197.7% | +6.3% | +191.5% | +184.0% |
| All | +56.1% | +30.3% | +25.7% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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