+50.8%
CDE vs EWT
+99.0%
-48.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.9% | -3.8% | -3.9% |
| 7D | +0.5% | +4.0% | -3.4% | -3.7% |
| 30D | +21.9% | +10.3% | +11.6% | +9.6% |
| 3M | +14.9% | +6.1% | +8.9% | +7.4% |
| 6M | -10.5% | +56.6% | -67.1% | -49.5% |
| YTD | +19.3% | +76.6% | -57.3% | -41.9% |
| 1Y | +50.8% | +97.9% | -47.1% | -30.0% |
| All | +50.8% | +99.0% | -48.2% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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