+56.1%
CDE vs MCK
+442.8%
-386.7%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | -3.1% | -2.9% | -0.2% | -2.4% |
| 30D | +9.5% | +0.4% | +9.0% | +9.3% |
| 3M | +25.5% | +12.1% | +13.4% | +21.3% |
| 6M | -7.9% | -5.4% | -2.5% | -7.0% |
| YTD | +15.6% | +7.8% | +7.8% | +11.7% |
| 1Y | +34.0% | +22.9% | +11.1% | +23.9% |
| 3Y | +791.9% | +110.7% | +681.2% | +553.1% |
| 5Y | +197.7% | +346.2% | -148.4% | +60.4% |
| All | +56.1% | +442.8% | -386.7% | -23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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