+596.3%
CDE vs FE
+50.7%
+545.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -2.7% |
| 7D | -9.6% | +1.2% | -10.9% | -10.1% |
| 30D | -6.7% | +4.5% | -11.2% | -8.5% |
| 3M | -24.2% | +1.3% | -25.6% | -24.7% |
| 6M | -29.1% | +8.7% | -37.8% | -31.8% |
| YTD | -21.5% | +9.2% | -30.7% | -24.4% |
| 1Y | -7.4% | +7.0% | -14.3% | -9.8% |
| 3Y | +596.3% | +51.4% | +544.9% | +299.2% |
| All | +596.3% | +50.7% | +545.6% | +299.2% |
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