+791.9%
CDE vs EQX
+168.9%
+623.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.5% | -0.2% |
| 7D | -3.1% | -3.2% | +0.1% | -0.5% |
| 30D | +9.5% | +7.8% | +1.7% | +2.5% |
| 3M | +25.5% | +21.3% | +4.2% | +6.5% |
| 6M | -7.9% | -22.4% | +14.5% | +13.3% |
| YTD | +15.6% | -11.3% | +26.9% | +27.7% |
| 1Y | +34.0% | +13.5% | +20.5% | +23.2% |
| 3Y | +791.9% | +162.1% | +629.8% | +294.9% |
| All | +791.9% | +168.9% | +623.0% | +294.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 3y: compounded portfolio wealth divided by compounded EQX 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…
3y analysis · Full analysis span regression · 6 months rolling