+810.1%
CDE vs KMB
-12.8%
+822.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.1% | +5.8% | +2.5% |
| 7D | -2.0% | -8.6% | +6.6% | -0.1% |
| 30D | +15.7% | -7.5% | +23.2% | +17.6% |
| 3M | +30.5% | -0.6% | +31.1% | +31.2% |
| 6M | -7.4% | -1.5% | -5.8% | -6.6% |
| YTD | +17.9% | +1.6% | +16.3% | +18.7% |
| 1Y | +46.7% | -20.8% | +67.5% | +51.7% |
| All | +810.1% | -12.8% | +822.9% | +789.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling