+36.3%
CDE vs LII
-32.5%
+68.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.7% |
| 7D | -6.1% | -3.5% | -2.6% | -4.5% |
| 30D | +9.5% | -13.5% | +23.0% | +17.2% |
| 3M | +32.0% | -26.0% | +58.0% | +47.8% |
| 6M | -12.8% | -26.8% | +14.0% | -2.6% |
| YTD | +14.2% | -22.9% | +37.1% | +27.4% |
| 1Y | +36.3% | -32.6% | +68.9% | +58.9% |
| All | +36.3% | -32.5% | +68.8% | +58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 1y: compounded portfolio wealth divided by compounded LII 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…
1y analysis · Full analysis span regression · 6 months rolling