+36.3%
CDE vs KDP
+18.4%
+17.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.9% | -1.2% | -3.3% |
| 7D | -6.1% | -4.3% | -1.7% | -6.3% |
| 30D | +9.5% | +7.8% | +1.7% | +10.0% |
| 3M | +32.0% | -0.1% | +32.0% | +32.9% |
| 6M | -12.8% | +14.0% | -26.8% | -11.7% |
| YTD | +14.2% | +15.1% | -0.9% | +18.1% |
| 1Y | +36.3% | +18.5% | +17.8% | +40.5% |
| All | +36.3% | +18.4% | +17.9% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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