+791.9%
CDE vs JCI
+165.4%
+626.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.2% | -1.1% | -0.3% |
| 7D | -3.1% | +0.7% | -3.8% | -3.6% |
| 30D | +9.5% | -4.4% | +13.9% | +12.4% |
| 3M | +25.5% | +1.7% | +23.8% | +23.1% |
| 6M | -7.9% | +8.8% | -16.7% | -13.7% |
| YTD | +15.6% | +22.6% | -7.1% | +0.1% |
| 1Y | +34.0% | +36.2% | -2.2% | +8.3% |
| 3Y | +791.9% | +168.0% | +623.9% | +361.2% |
| All | +791.9% | +165.4% | +626.5% | +361.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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