+791.9%
CDE vs MDY
+48.5%
+743.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | -0.2% |
| 7D | -3.1% | -1.9% | -1.3% | 0.0% |
| 30D | +9.5% | -4.6% | +14.1% | +18.6% |
| 3M | +25.5% | -1.2% | +26.7% | +29.2% |
| 6M | -7.9% | +9.2% | -17.1% | -17.8% |
| YTD | +15.6% | +13.1% | +2.5% | -0.8% |
| 1Y | +34.0% | +13.0% | +21.0% | +15.4% |
| 3Y | +791.9% | +49.2% | +742.7% | +387.8% |
| All | +791.9% | +48.5% | +743.4% | +387.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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