+810.1%
CDE vs KDP
+4.7%
+805.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.1% | +1.8% |
| 7D | -2.0% | -1.6% | -0.4% | -1.8% |
| 30D | +15.7% | +9.5% | +6.2% | +14.6% |
| 3M | +30.5% | +2.6% | +27.9% | +30.3% |
| 6M | -7.4% | +15.6% | -23.0% | -9.0% |
| YTD | +17.9% | +17.3% | +0.6% | +15.9% |
| 1Y | +46.7% | +20.1% | +26.6% | +43.1% |
| All | +810.1% | +4.7% | +805.4% | +798.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling