+781.5%
CDE vs EXE
+18.1%
+763.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.2% |
| 7D | -6.1% | -2.2% | -3.8% | -5.4% |
| 30D | +9.5% | -0.8% | +10.3% | +9.6% |
| 3M | +32.0% | +10.0% | +22.0% | +27.8% |
| 6M | -12.8% | -6.3% | -6.5% | -11.5% |
| YTD | +14.2% | -10.7% | +24.9% | +16.8% |
| 1Y | +36.3% | +2.7% | +33.6% | +28.8% |
| All | +781.5% | +18.1% | +763.4% | +619.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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