-7.4%
CDE vs HBM
+34.7%
-42.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.3% | +2.2% |
| 7D | -2.0% | +5.5% | -7.5% | -6.5% |
| 30D | +15.7% | +3.3% | +12.4% | +11.8% |
| 3M | +30.5% | +12.7% | +17.9% | +16.9% |
| 6M | -7.4% | +28.2% | -35.6% | -28.1% |
| All | -7.4% | +34.7% | -42.1% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 6mo: compounded portfolio wealth divided by compounded HBM 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…
6mo analysis · Full analysis span regression · 6 months rolling