+91.5%
CDE vs HDB
+3,694.0%
-3,602.5%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.0% | +0.3% | -1.6% |
| 7D | +2.3% | -2.0% | +4.3% | +3.1% |
| 30D | +18.8% | -4.9% | +23.7% | +20.9% |
| 3M | +23.5% | -2.3% | +25.8% | +23.9% |
| 6M | -8.6% | -23.7% | +15.1% | +1.1% |
| YTD | +16.0% | -38.5% | +54.5% | +38.8% |
| 1Y | +42.1% | -36.5% | +78.5% | +67.4% |
| 3Y | +835.9% | -28.5% | +864.3% | +939.0% |
| 5Y | +197.6% | -37.4% | +235.0% | +241.3% |
| 10Y | +39.6% | +34.0% | +5.5% | +14.3% |
| All | +91.5% | +3,694.0% | -3,602.5% | -18.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling