+184.6%
CDE vs FGI
-66.3%
+250.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +6.2% | -11.0% | -5.0% |
| 7D | -2.3% | +13.5% | -15.8% | -2.5% |
| 30D | -12.1% | +17.1% | -29.2% | -12.4% |
| 3M | -23.9% | +78.0% | -101.9% | -26.3% |
| 6M | -29.0% | +46.4% | -75.5% | -31.0% |
| YTD | -19.7% | +47.7% | -67.4% | -23.9% |
| 1Y | -8.4% | +56.8% | -65.2% | -13.9% |
| 3Y | +578.5% | +12.3% | +566.2% | +513.4% |
| All | +184.6% | -66.3% | +250.9% | +177.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 10y: compounded portfolio wealth divided by compounded FGI 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…
10y analysis · Full analysis span regression · 6 months rolling