+56.1%
CDE vs KRE
+124.8%
-68.7%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.1% |
| 7D | -3.1% | -1.8% | -1.3% | -2.4% |
| 30D | +9.5% | -4.5% | +14.0% | +11.4% |
| 3M | +25.5% | +2.7% | +22.7% | +23.8% |
| 6M | -7.9% | +16.9% | -24.8% | -13.7% |
| YTD | +15.6% | +15.4% | +0.2% | +8.7% |
| 1Y | +34.0% | +16.1% | +18.0% | +25.1% |
| 3Y | +791.9% | +85.7% | +706.2% | +578.8% |
| 5Y | +197.7% | +33.3% | +164.5% | +155.2% |
| All | +56.1% | +124.8% | -68.7% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 KRE 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