+189.0%
CDE vs EOSE
-70.0%
+258.9%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.2% | +1.3% |
| 7D | -3.1% | +1.8% | -4.9% | -3.5% |
| 30D | +9.5% | -6.8% | +16.3% | +9.9% |
| 3M | +25.5% | -36.3% | +61.8% | +31.4% |
| 6M | -7.9% | -38.8% | +30.9% | -4.3% |
| YTD | +15.6% | -65.5% | +81.1% | +26.3% |
| 1Y | +34.0% | -45.3% | +79.3% | +35.6% |
| 3Y | +791.9% | +44.2% | +747.7% | +598.6% |
| All | +189.0% | -70.0% | +258.9% | +145.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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