+56.1%
CDE vs HDB
+42.1%
+14.0%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.9% | -5.7% | -1.7% |
| 7D | -3.1% | +0.7% | -3.8% | -3.5% |
| 30D | +9.5% | +1.0% | +8.5% | +8.8% |
| 3M | +25.5% | -2.0% | +27.5% | +25.6% |
| 6M | -7.9% | -18.1% | +10.2% | -0.4% |
| YTD | +15.6% | -36.1% | +51.7% | +37.7% |
| 1Y | +34.0% | -34.0% | +68.1% | +57.1% |
| 3Y | +791.9% | -26.7% | +818.6% | +880.1% |
| 5Y | +197.7% | -33.9% | +231.6% | +235.4% |
| All | +56.1% | +42.1% | +14.0% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling