+189.0%
CDE vs EQT
+192.5%
-3.6%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.6% | +2.8% | +1.8% |
| 7D | -3.1% | -2.0% | -1.1% | -2.4% |
| 30D | +9.5% | 0.0% | +9.4% | +9.4% |
| 3M | +25.5% | +5.9% | +19.6% | +22.3% |
| 6M | -7.9% | -14.8% | +6.9% | -2.9% |
| YTD | +15.6% | +1.8% | +13.8% | +12.9% |
| 1Y | +34.0% | +7.4% | +26.7% | +27.4% |
| 3Y | +791.9% | +33.6% | +758.3% | +652.6% |
| All | +189.0% | +192.5% | -3.6% | +76.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling