+56.1%
CDE vs EWT
+523.5%
-467.4%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.6% | -0.7% |
| 7D | -3.1% | -1.1% | -2.0% | -2.0% |
| 30D | +9.5% | +4.5% | +5.0% | +4.6% |
| 3M | +25.5% | +8.3% | +17.2% | +14.7% |
| 6M | -7.9% | +54.2% | -62.1% | -41.6% |
| YTD | +15.6% | +74.6% | -59.0% | -34.9% |
| 1Y | +34.0% | +84.9% | -50.9% | -28.6% |
| 3Y | +791.9% | +197.5% | +594.4% | +199.4% |
| 5Y | +197.7% | +150.6% | +47.1% | +17.7% |
| All | +56.1% | +523.5% | -467.4% | -77.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling