+5.6%
CDE vs FLEX
+23.4%
-17.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -12.3% | +21.1% | +12.6% |
| 7D | +1.1% | -17.0% | +18.1% | +6.7% |
| 30D | -14.5% | -33.8% | +19.4% | -3.1% |
| 3M | -10.1% | -39.0% | +29.0% | +4.1% |
| 6M | -16.9% | -15.9% | -1.0% | -16.9% |
| YTD | -18.1% | +27.8% | -46.0% | -31.4% |
| 1Y | +5.6% | +25.0% | -19.3% | -12.1% |
| All | +5.6% | +23.4% | -17.8% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 1y: compounded portfolio wealth divided by compounded FLEX 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…
1y analysis · Full analysis span regression · 6 months rolling