-89.7%
CDE vs GEN
+8,593.9%
-8,683.5%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.7% | 0.0% | -2.4% |
| 7D | +2.3% | -0.7% | +3.0% | +2.4% |
| 30D | +18.8% | +2.6% | +16.2% | +18.4% |
| 3M | +23.5% | +15.8% | +7.7% | +21.2% |
| 6M | -8.6% | +33.1% | -41.8% | -12.1% |
| YTD | +16.0% | +11.3% | +4.7% | +14.1% |
| 1Y | +42.1% | +1.7% | +40.4% | +41.1% |
| 3Y | +835.9% | +58.1% | +777.7% | +782.2% |
| 5Y | +197.6% | +20.6% | +177.0% | +187.3% |
| 10Y | +39.6% | +149.0% | -109.4% | +23.2% |
| All | -89.7% | +8,593.9% | -8,683.5% | -91.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling