-92.3%
CDE vs EXPD
+30,923.0%
-31,015.4%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.2% | -6.8% | -7.0% |
| 7D | +14.0% | -7.4% | +21.4% | +15.9% |
| 30D | -10.7% | -2.1% | -8.6% | -10.4% |
| 3M | -15.8% | +5.7% | -21.5% | -17.0% |
| 6M | -17.5% | +21.4% | -38.9% | -21.2% |
| YTD | -14.1% | +27.6% | -41.8% | -19.3% |
| 1Y | +2.9% | +36.1% | -33.2% | -4.6% |
| 3Y | +625.5% | +69.9% | +555.6% | +533.1% |
| 5Y | +117.1% | +59.7% | +57.4% | +91.3% |
| 10Y | +52.9% | +323.0% | -270.1% | +10.5% |
| All | -92.3% | +30,923.0% | -31,015.4% | -94.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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