+51.6%
CDE vs LIN
+424.2%
-372.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -2.9% | -2.7% |
| 7D | -9.6% | +2.1% | -11.7% | -11.0% |
| 30D | -6.7% | +6.8% | -13.4% | -11.2% |
| 3M | -24.2% | +10.4% | -34.6% | -29.8% |
| 6M | -29.1% | +3.2% | -32.3% | -31.2% |
| YTD | -21.5% | +24.6% | -46.1% | -34.4% |
| 1Y | -7.4% | +24.4% | -31.8% | -22.5% |
| 3Y | +596.3% | +36.7% | +559.6% | +443.1% |
| 5Y | +95.7% | +67.0% | +28.7% | +30.8% |
| All | +51.6% | +424.2% | -372.5% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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