-93.0%
CDE vs KEY
+1,013.2%
-1,106.2%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.8% | -2.4% |
| 7D | -9.6% | +2.9% | -12.6% | -10.1% |
| 30D | -6.7% | +8.4% | -15.1% | -8.1% |
| 3M | -24.2% | -5.8% | -18.5% | -23.4% |
| 6M | -29.1% | +5.4% | -34.5% | -29.8% |
| YTD | -21.5% | +7.1% | -28.6% | -22.4% |
| 1Y | -7.4% | +26.8% | -34.2% | -11.3% |
| 3Y | +596.3% | +128.7% | +467.6% | +496.8% |
| 5Y | +95.7% | +13.6% | +82.1% | +83.9% |
| 10Y | +53.0% | +99.7% | -46.7% | +23.8% |
| All | -93.0% | +1,013.2% | -1,106.2% | -94.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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