+32.5%
CDE vs EQT
+9.6%
+22.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.2% |
| 7D | -6.1% | -1.2% | -4.9% | -5.9% |
| 30D | +9.5% | +1.1% | +8.4% | +9.3% |
| 3M | +32.0% | +4.8% | +27.2% | +31.0% |
| 6M | -12.8% | -10.6% | -2.2% | -11.9% |
| YTD | +14.2% | +3.4% | +10.8% | +12.6% |
| All | +32.5% | +9.6% | +22.9% | +41.8% |
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