-36.9%
CDE vs EXR
+2,662.2%
-2,699.1%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.2% |
| 7D | +0.5% | -2.6% | +3.1% | +2.0% |
| 30D | +21.9% | -7.2% | +29.1% | +26.8% |
| 3M | +14.9% | -3.5% | +18.4% | +16.4% |
| 6M | -10.5% | -5.3% | -5.2% | -8.1% |
| YTD | +19.3% | +9.4% | +9.9% | +13.4% |
| 1Y | +50.8% | +1.3% | +49.5% | +49.3% |
| 3Y | +782.3% | +22.4% | +759.9% | +680.6% |
| 5Y | +191.7% | -12.2% | +203.9% | +198.7% |
| 10Y | +57.6% | +148.6% | -90.9% | -15.1% |
| All | -36.9% | +2,662.2% | -2,699.1% | -91.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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