+39.6%
CDE vs LIN
+352.0%
-312.4%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.9% | -0.8% | -1.3% |
| 7D | +2.3% | -3.5% | +5.7% | +5.0% |
| 30D | +18.8% | -4.1% | +22.9% | +22.3% |
| 3M | +23.5% | -6.4% | +29.9% | +29.2% |
| 6M | -8.6% | -2.4% | -6.2% | -8.2% |
| YTD | +16.0% | +10.9% | +5.1% | +5.7% |
| 1Y | +42.1% | 0.0% | +42.0% | +39.7% |
| 3Y | +835.9% | +25.8% | +810.1% | +677.3% |
| 5Y | +197.6% | +60.8% | +136.8% | +104.8% |
| 10Y | +39.6% | +358.4% | -318.8% | -43.7% |
| All | +39.6% | +352.0% | -312.4% | -43.7% |
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