-46.2%
CDE vs IBKR
+1,349.8%
-1,396.0%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.2% | -1.0% | +0.3% |
| 7D | -3.1% | -1.3% | -1.8% | -2.6% |
| 30D | +9.5% | -0.2% | +9.7% | +9.4% |
| 3M | +25.5% | +3.0% | +22.5% | +24.1% |
| 6M | -7.9% | +33.9% | -41.8% | -17.7% |
| YTD | +15.6% | +42.5% | -26.9% | +1.4% |
| 1Y | +34.0% | +44.9% | -10.8% | +16.7% |
| 3Y | +791.9% | +293.0% | +498.9% | +413.0% |
| 5Y | +197.7% | +497.7% | -299.9% | +40.4% |
| 10Y | +55.0% | +1,004.4% | -949.4% | -46.8% |
| All | -46.2% | +1,349.8% | -1,396.0% | -88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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