-89.7%
CDE vs KMB
+1,787.1%
-1,876.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.9% | -0.8% | -2.5% |
| 7D | +2.3% | -2.7% | +5.0% | +2.7% |
| 30D | +18.8% | -5.0% | +23.8% | +19.7% |
| 3M | +23.5% | +6.6% | +16.9% | +22.4% |
| 6M | -8.6% | +1.0% | -9.6% | -8.9% |
| YTD | +16.0% | +6.0% | +10.0% | +15.0% |
| 1Y | +42.1% | -16.6% | +58.7% | +45.2% |
| 3Y | +835.9% | -8.6% | +844.5% | +839.6% |
| 5Y | +197.6% | -10.9% | +208.5% | +198.9% |
| 10Y | +39.6% | +16.8% | +22.7% | +37.0% |
| All | -89.7% | +1,787.1% | -1,876.7% | -87.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling