-89.7%
CDE vs HRB
+3,080.2%
-3,169.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.6% | +1.1% |
| 7D | -3.1% | -8.0% | +4.9% | -1.7% |
| 30D | +9.5% | -16.0% | +25.4% | +12.7% |
| 3M | +25.5% | +26.9% | -1.4% | +19.5% |
| 6M | -7.9% | +51.1% | -59.0% | -16.1% |
| YTD | +15.6% | +7.1% | +8.5% | +11.7% |
| 1Y | +34.0% | -9.6% | +43.7% | +33.3% |
| 3Y | +791.9% | +25.4% | +766.5% | +720.5% |
| 5Y | +197.7% | +114.9% | +82.8% | +144.0% |
| 10Y | +55.0% | +206.4% | -151.4% | +13.1% |
| All | -89.7% | +3,080.2% | -3,169.9% | -92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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