-87.9%
CDE vs MCK
+6,818.8%
-6,906.7%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | -3.1% | -2.9% | -0.2% | -2.5% |
| 30D | +9.5% | +0.4% | +9.0% | +9.3% |
| 3M | +25.5% | +12.1% | +13.4% | +21.9% |
| 6M | -7.9% | -5.4% | -2.5% | -7.5% |
| YTD | +15.6% | +7.8% | +7.8% | +12.1% |
| 1Y | +34.0% | +22.9% | +11.1% | +25.9% |
| 3Y | +791.9% | +110.7% | +681.2% | +622.3% |
| 5Y | +197.7% | +346.2% | -148.4% | +101.5% |
| 10Y | +55.0% | +440.1% | -385.1% | -2.8% |
| All | -87.9% | +6,818.8% | -6,906.7% | -92.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling