-89.8%
CDE vs EQT
+2,995.6%
-3,085.4%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.4% |
| 7D | -6.1% | -1.2% | -4.9% | -5.7% |
| 30D | +9.5% | +1.1% | +8.4% | +9.0% |
| 3M | +32.0% | +4.8% | +27.2% | +29.3% |
| 6M | -12.8% | -10.6% | -2.2% | -10.1% |
| YTD | +14.2% | +3.4% | +10.8% | +11.3% |
| 1Y | +36.3% | +8.7% | +27.6% | +29.8% |
| 3Y | +821.4% | +35.0% | +786.4% | +694.9% |
| 5Y | +194.3% | +204.2% | -10.0% | +82.1% |
| 10Y | +53.2% | +52.5% | +0.7% | +0.4% |
| All | -89.8% | +2,995.6% | -3,085.4% | -96.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling