+56.1%
CDE vs FXI
+17.1%
+39.0%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +0.9% |
| 7D | -3.1% | -3.9% | +0.8% | -0.5% |
| 30D | +9.5% | -2.1% | +11.6% | +11.1% |
| 3M | +25.5% | -0.5% | +25.9% | +25.6% |
| 6M | -7.9% | -4.5% | -3.4% | -4.3% |
| YTD | +15.6% | -9.2% | +24.8% | +24.5% |
| 1Y | +34.0% | -13.8% | +47.8% | +49.7% |
| 3Y | +791.9% | +36.6% | +755.3% | +623.3% |
| 5Y | +197.7% | -6.7% | +204.4% | +203.4% |
| All | +56.1% | +17.1% | +39.0% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FXI.
Daily Out/Under-Performance
Portfolio return minus FXI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FXI 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 FXI 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