-28.8%
CDE vs INDA
+107.4%
-136.2%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -2.0% | -2.3% |
| 7D | -6.1% | -3.6% | -2.4% | -3.4% |
| 30D | +9.5% | -4.0% | +13.4% | +12.9% |
| 3M | +32.0% | +1.7% | +30.3% | +30.9% |
| 6M | -12.8% | -3.6% | -9.1% | -9.5% |
| YTD | +14.2% | -11.0% | +25.2% | +25.3% |
| 1Y | +36.3% | -9.5% | +45.8% | +48.0% |
| 3Y | +821.4% | +7.6% | +813.8% | +795.9% |
| 5Y | +194.3% | +4.8% | +189.5% | +193.8% |
| 10Y | +53.2% | +82.3% | -29.1% | +4.4% |
| All | -28.8% | +107.4% | -136.2% | -53.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling