+625.5%
CDE vs LII
-8.4%
+633.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.4% | -6.6% | -6.8% |
| 7D | +14.0% | +0.4% | +13.6% | +13.9% |
| 30D | -10.7% | -2.4% | -8.4% | -10.5% |
| 3M | -15.8% | -17.5% | +1.7% | -8.1% |
| 6M | -17.5% | -32.8% | +15.3% | -2.2% |
| YTD | -14.1% | -27.7% | +13.5% | -1.9% |
| 1Y | +2.9% | -28.1% | +31.0% | +17.9% |
| 3Y | +625.5% | -9.7% | +635.1% | +461.8% |
| All | +625.5% | -8.4% | +633.8% | +461.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling