+189.0%
CDE vs FND
-63.3%
+252.3%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | +0.8% |
| 7D | -3.1% | -5.8% | +2.6% | -1.0% |
| 30D | +9.5% | -20.2% | +29.7% | +18.8% |
| 3M | +25.5% | -12.0% | +37.4% | +30.4% |
| 6M | -7.9% | -18.5% | +10.6% | -2.3% |
| YTD | +15.6% | -22.3% | +37.8% | +24.9% |
| 1Y | +34.0% | -47.6% | +81.7% | +65.7% |
| 3Y | +791.9% | -49.8% | +841.7% | +982.3% |
| All | +189.0% | -63.3% | +252.3% | +245.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling