+781.5%
CDE vs IBN
+25.1%
+756.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.6% | -2.9% |
| 7D | -6.1% | -5.5% | -0.6% | -3.6% |
| 30D | +9.5% | -3.4% | +12.9% | +11.2% |
| 3M | +32.0% | +8.7% | +23.3% | +26.9% |
| 6M | -12.8% | +3.7% | -16.5% | -14.5% |
| YTD | +14.2% | -2.4% | +16.6% | +14.0% |
| 1Y | +36.3% | -8.1% | +44.4% | +38.2% |
| All | +781.5% | +25.1% | +756.4% | +629.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 3y: compounded portfolio wealth divided by compounded IBN 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…
3y analysis · Full analysis span regression · 6 months rolling