+328.3%
CDE vs EQX
+232.0%
+96.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.5% | -0.1% |
| 7D | -3.1% | -3.2% | +0.1% | -0.7% |
| 30D | +9.5% | +7.8% | +1.7% | +3.3% |
| 3M | +25.5% | +21.3% | +4.2% | +8.6% |
| 6M | -7.9% | -22.4% | +14.5% | +11.9% |
| YTD | +15.6% | -11.3% | +26.9% | +27.6% |
| 1Y | +34.0% | +13.5% | +20.5% | +25.0% |
| 3Y | +791.9% | +162.1% | +629.8% | +335.5% |
| 5Y | +197.7% | +84.2% | +113.5% | +74.0% |
| All | +328.3% | +232.0% | +96.3% | +133.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling