-12.8%
CDE vs INDA
-3.9%
-8.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -2.0% | -1.1% |
| 7D | -6.1% | -3.6% | -2.4% | +0.3% |
| 30D | +9.5% | -4.0% | +13.4% | +17.6% |
| 3M | +32.0% | +1.7% | +30.3% | +29.6% |
| 6M | -12.8% | -3.6% | -9.1% | -6.7% |
| All | -12.8% | -3.9% | -8.9% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 6mo: compounded portfolio wealth divided by compounded INDA 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…
6mo analysis · Full analysis span regression · 6 months rolling