+56.1%
CDE vs KMB
+14.6%
+41.4%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | -3.1% | -6.5% | +3.4% | -1.1% |
| 30D | +9.5% | -8.8% | +18.3% | +12.7% |
| 3M | +25.5% | -2.2% | +27.7% | +26.3% |
| 6M | -7.9% | +0.7% | -8.6% | -8.4% |
| YTD | +15.6% | +1.0% | +14.5% | +14.8% |
| 1Y | +34.0% | -20.3% | +54.4% | +43.1% |
| 3Y | +791.9% | -13.3% | +805.2% | +803.9% |
| 5Y | +197.7% | -12.9% | +210.7% | +198.3% |
| All | +56.1% | +14.6% | +41.4% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 10y: compounded portfolio wealth divided by compounded KMB 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…
10y analysis · Full analysis span regression · 6 months rolling