+50.8%
CDE vs EXPE
+40.7%
+10.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.7% |
| 7D | +0.5% | -9.5% | +10.1% | +1.4% |
| 30D | +21.9% | -6.6% | +28.5% | +22.5% |
| 3M | +14.9% | +31.4% | -16.4% | +12.6% |
| 6M | -10.5% | +35.2% | -45.7% | -13.1% |
| YTD | +19.3% | +5.8% | +13.5% | +17.6% |
| 1Y | +50.8% | +38.7% | +12.1% | +45.7% |
| All | +50.8% | +40.7% | +10.1% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 1y: compounded portfolio wealth divided by compounded EXPE 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…
1y analysis · Full analysis span regression · 6 months rolling