+147.1%
CDE vs MDB
+978.8%
-831.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.5% | +0.7% | -1.9% |
| 7D | +2.3% | -18.0% | +20.3% | +6.6% |
| 30D | +18.8% | -10.7% | +29.5% | +21.0% |
| 3M | +23.5% | +1.0% | +22.5% | +21.8% |
| 6M | -8.6% | +31.6% | -40.3% | -16.5% |
| YTD | +16.0% | -15.2% | +31.2% | +16.9% |
| 1Y | +42.1% | +10.1% | +31.9% | +33.6% |
| 3Y | +835.9% | -5.6% | +841.5% | +749.0% |
| 5Y | +197.6% | -24.5% | +222.1% | +154.5% |
| All | +147.1% | +978.8% | -831.7% | +26.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling