+134.1%
CDE vs FND
+56.5%
+77.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | +0.9% |
| 7D | -3.1% | -5.8% | +2.6% | -1.3% |
| 30D | +9.5% | -20.2% | +29.7% | +17.4% |
| 3M | +25.5% | -12.0% | +37.4% | +29.7% |
| 6M | -7.9% | -18.5% | +10.6% | -3.0% |
| YTD | +15.6% | -22.3% | +37.8% | +23.6% |
| 1Y | +34.0% | -47.6% | +81.7% | +60.9% |
| 3Y | +791.9% | -49.8% | +841.7% | +955.1% |
| 5Y | +197.7% | -63.0% | +260.7% | +264.2% |
| All | +134.1% | +56.5% | +77.6% | +122.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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