+194.3%
CDE vs GEN
+21.5%
+172.8%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.4% |
| 7D | -6.1% | -4.3% | -1.7% | -4.5% |
| 30D | +9.5% | +3.8% | +5.7% | +7.8% |
| 3M | +32.0% | +22.3% | +9.7% | +21.8% |
| 6M | -12.8% | +39.0% | -51.7% | -23.9% |
| YTD | +14.2% | +11.9% | +2.3% | +8.5% |
| 1Y | +36.3% | +4.5% | +31.8% | +32.6% |
| 3Y | +821.4% | +59.0% | +762.4% | +659.6% |
| 5Y | +194.3% | +22.0% | +172.3% | +142.2% |
| All | +194.3% | +21.5% | +172.8% | +142.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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