+50.8%
CDE vs GD
+13.1%
+37.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.0% |
| 7D | +0.5% | -5.3% | +5.8% | +3.2% |
| 30D | +21.9% | -6.4% | +28.3% | +25.7% |
| 3M | +14.9% | +5.7% | +9.2% | +10.2% |
| 6M | -10.5% | -0.9% | -9.6% | -7.7% |
| YTD | +19.3% | +8.2% | +11.1% | +15.9% |
| 1Y | +50.8% | +13.4% | +37.4% | +46.6% |
| All | +50.8% | +13.1% | +37.7% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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