+56.1%
CDE vs KWEB
-19.7%
+75.8%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +0.9% |
| 7D | -3.1% | -5.6% | +2.5% | -0.9% |
| 30D | +9.5% | -10.7% | +20.1% | +14.6% |
| 3M | +25.5% | -7.4% | +32.9% | +28.9% |
| 6M | -7.9% | -19.3% | +11.4% | +0.4% |
| YTD | +15.6% | -27.8% | +43.3% | +32.0% |
| 1Y | +34.0% | -35.9% | +70.0% | +60.5% |
| 3Y | +791.9% | -1.9% | +793.8% | +789.8% |
| 5Y | +197.7% | -43.2% | +240.9% | +245.0% |
| All | +56.1% | -19.7% | +75.8% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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