+42.1%
CDE vs GD
+12.5%
+29.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -2.3% |
| 7D | +2.3% | -3.5% | +5.8% | +4.0% |
| 30D | +18.8% | -9.0% | +27.9% | +24.4% |
| 3M | +23.5% | +5.1% | +18.4% | +18.9% |
| 6M | -8.6% | -1.0% | -7.6% | -6.1% |
| YTD | +16.0% | +7.3% | +8.7% | +13.2% |
| 1Y | +42.1% | +12.4% | +29.6% | +38.7% |
| All | +42.1% | +12.5% | +29.5% | +38.7% |
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