-88.5%
CDE vs JBL
+41,567.8%
-41,656.3%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.8% | -0.4% | -2.7% |
| 7D | -6.1% | -1.0% | -5.0% | -5.9% |
| 30D | +9.5% | -15.1% | +24.5% | +11.9% |
| 3M | +32.0% | -14.0% | +46.0% | +34.6% |
| 6M | -12.8% | +20.6% | -33.4% | -15.0% |
| YTD | +14.2% | +32.9% | -18.7% | +9.8% |
| 1Y | +36.3% | +40.5% | -4.2% | +30.1% |
| 3Y | +821.4% | +183.7% | +637.7% | +694.1% |
| 5Y | +194.3% | +388.3% | -194.1% | +137.4% |
| 10Y | +53.2% | +1,464.9% | -1,411.7% | +8.9% |
| All | -88.5% | +41,567.8% | -41,656.3% | -91.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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