+189.0%
CDE vs EWT
+149.5%
+39.5%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.6% | -0.9% |
| 7D | -3.1% | -1.1% | -2.0% | -1.8% |
| 30D | +9.5% | +4.5% | +5.0% | +4.1% |
| 3M | +25.5% | +8.3% | +17.2% | +13.3% |
| 6M | -7.9% | +54.2% | -62.1% | -45.4% |
| YTD | +15.6% | +74.6% | -59.0% | -40.3% |
| 1Y | +34.0% | +84.9% | -50.9% | -35.3% |
| 3Y | +791.9% | +197.5% | +594.4% | +143.4% |
| All | +189.0% | +149.5% | +39.5% | -5.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling