+194.3%
CDE vs GPC
+29.3%
+164.9%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.8% |
| 7D | -6.1% | -1.8% | -4.3% | -5.4% |
| 30D | +9.5% | +0.1% | +9.4% | +9.4% |
| 3M | +32.0% | +37.4% | -5.4% | +14.7% |
| 6M | -12.8% | +25.4% | -38.2% | -21.4% |
| YTD | +14.2% | +12.2% | +2.0% | +6.7% |
| 1Y | +36.3% | -0.3% | +36.6% | +33.6% |
| 3Y | +821.4% | -1.6% | +823.0% | +771.4% |
| 5Y | +194.3% | +31.0% | +163.3% | +150.3% |
| All | +194.3% | +29.3% | +164.9% | +150.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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