+138.9%
CDE vs FND
+57.3%
+81.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.4% | +1.9% |
| 7D | -2.0% | -0.8% | -1.2% | -1.8% |
| 30D | +15.7% | -19.6% | +35.3% | +23.8% |
| 3M | +30.5% | -4.3% | +34.9% | +31.4% |
| 6M | -7.4% | -20.4% | +13.1% | -1.7% |
| YTD | +17.9% | -21.9% | +39.8% | +25.9% |
| 1Y | +46.7% | -45.2% | +91.9% | +73.6% |
| 3Y | +851.3% | -49.2% | +900.5% | +1,021.8% |
| 5Y | +202.9% | -61.8% | +264.7% | +267.3% |
| All | +138.9% | +57.3% | +81.6% | +126.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling