+34.0%
CDE vs JD
-15.9%
+50.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.0% | +1.1% |
| 7D | -3.1% | -4.2% | +1.1% | -1.1% |
| 30D | +9.5% | -14.4% | +23.9% | +17.8% |
| 3M | +25.5% | -3.6% | +29.1% | +25.3% |
| 6M | -7.9% | -0.3% | -7.6% | -10.2% |
| YTD | +15.6% | -2.4% | +17.9% | +15.6% |
| 1Y | +34.0% | -18.5% | +52.6% | +44.5% |
| All | +34.0% | -15.9% | +50.0% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 1y: compounded portfolio wealth divided by compounded JD 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…
1y analysis · Full analysis span regression · 6 months rolling