+5.6%
CDE vs EQT
-3.4%
+9.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -3.2% | +11.9% | +9.2% |
| 7D | +1.1% | -6.6% | +7.7% | +2.3% |
| 30D | -14.5% | +2.7% | -17.2% | -15.1% |
| 3M | -10.1% | -0.2% | -9.9% | -10.2% |
| 6M | -16.9% | -10.6% | -6.3% | -15.5% |
| YTD | -18.1% | -1.2% | -17.0% | -20.5% |
| 1Y | +5.6% | -4.9% | +10.5% | +4.2% |
| All | +5.6% | -3.4% | +9.1% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 1y: compounded portfolio wealth divided by compounded EQT 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…
1y analysis · Full analysis span regression · 6 months rolling