+198.0%
CDE vs LII
+24.2%
+173.8%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.4% | -1.4% | -2.1% |
| 7D | +2.3% | +2.1% | +0.2% | +1.3% |
| 30D | +18.8% | -12.4% | +31.2% | +25.8% |
| 3M | +23.5% | -24.8% | +48.3% | +37.8% |
| 6M | -8.6% | -25.2% | +16.5% | +2.3% |
| YTD | +16.0% | -20.3% | +36.3% | +26.5% |
| 1Y | +42.1% | -32.9% | +75.0% | +65.7% |
| 3Y | +835.9% | +2.0% | +833.9% | +794.7% |
| All | +198.0% | +24.2% | +173.8% | +138.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling