+189.0%
CDE vs FDX
+64.3%
+124.7%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | -3.1% | -3.3% | +0.2% | -2.1% |
| 30D | +9.5% | -4.5% | +14.0% | +10.9% |
| 3M | +25.5% | -7.3% | +32.8% | +28.3% |
| 6M | -7.9% | +7.5% | -15.4% | -10.0% |
| YTD | +15.6% | +35.1% | -19.5% | +6.1% |
| 1Y | +34.0% | +71.4% | -37.4% | +15.2% |
| 3Y | +791.9% | +60.8% | +731.1% | +656.4% |
| All | +189.0% | +64.3% | +124.7% | +123.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 5y: compounded portfolio wealth divided by compounded FDX 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…
5y analysis · Full analysis span regression · 6 months rolling