+835.9%
CDE vs FE
+48.5%
+787.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -2.4% |
| 7D | +2.3% | +0.6% | +1.6% | +2.0% |
| 30D | +18.8% | -2.1% | +21.0% | +20.0% |
| 3M | +23.5% | +2.6% | +20.9% | +21.9% |
| 6M | -8.6% | -6.8% | -1.9% | -5.5% |
| YTD | +16.0% | +6.9% | +9.1% | +12.3% |
| 1Y | +42.1% | +11.6% | +30.5% | +34.5% |
| 3Y | +835.9% | +47.7% | +788.2% | +516.6% |
| All | +835.9% | +48.5% | +787.4% | +516.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 3y: compounded portfolio wealth divided by compounded FE 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…
3y analysis · Full analysis span regression · 6 months rolling