+146.2%
CDE vs MDB
+997.6%
-851.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.1% | +4.3% | +1.9% |
| 7D | -3.1% | -1.8% | -1.3% | -2.8% |
| 30D | +9.5% | -17.3% | +26.7% | +13.4% |
| 3M | +25.5% | +2.2% | +23.3% | +23.3% |
| 6M | -7.9% | +33.9% | -41.8% | -16.2% |
| YTD | +15.6% | -13.7% | +29.2% | +15.9% |
| 1Y | +34.0% | +9.1% | +25.0% | +26.3% |
| 3Y | +791.9% | -8.1% | +800.0% | +713.2% |
| 5Y | +197.7% | -25.9% | +223.6% | +155.7% |
| All | +146.2% | +997.6% | -851.5% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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