+804.8%
CDE vs LIN
+27.3%
+777.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.2% |
| 7D | +0.5% | -2.1% | +2.6% | +2.1% |
| 30D | +21.9% | -2.4% | +24.3% | +23.8% |
| 3M | +14.9% | -5.6% | +20.5% | +19.4% |
| 6M | -10.5% | -3.4% | -7.1% | -9.3% |
| YTD | +19.3% | +13.1% | +6.2% | +5.0% |
| 1Y | +50.8% | +2.5% | +48.3% | +44.4% |
| All | +804.8% | +27.3% | +777.6% | +594.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling