-92.5%
CDE vs EXPD
+31,808.5%
-31,901.0%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.9% | -4.6% | -2.3% |
| 7D | +3.1% | -1.6% | +4.7% | +3.4% |
| 30D | -10.3% | +0.6% | -10.9% | -10.6% |
| 3M | -19.1% | +9.8% | -28.9% | -20.9% |
| 6M | -24.0% | +25.8% | -49.8% | -28.0% |
| YTD | -15.6% | +31.3% | -46.9% | -21.2% |
| 1Y | -1.1% | +40.9% | -42.0% | -9.0% |
| 3Y | +613.1% | +74.7% | +538.4% | +518.3% |
| 5Y | +109.3% | +62.9% | +46.4% | +83.5% |
| 10Y | +64.4% | +334.3% | -269.9% | +18.1% |
| All | -92.5% | +31,808.5% | -31,901.0% | -94.6% |
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