-89.7%
CDE vs GSK
+1,657.0%
-1,746.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.7% | 0.0% | -2.1% |
| 7D | +2.3% | -4.2% | +6.5% | +3.3% |
| 30D | +18.8% | -7.5% | +26.3% | +20.8% |
| 3M | +23.5% | -3.3% | +26.8% | +24.2% |
| 6M | -8.6% | -9.3% | +0.7% | -6.7% |
| YTD | +16.0% | +1.6% | +14.4% | +15.1% |
| 1Y | +42.1% | +25.5% | +16.6% | +34.1% |
| 3Y | +835.9% | +49.3% | +786.6% | +739.2% |
| 5Y | +197.6% | +46.7% | +150.9% | +167.8% |
| 10Y | +39.6% | +76.8% | -37.2% | +21.9% |
| All | -89.7% | +1,657.0% | -1,746.6% | -89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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