-90.4%
CDE vs MDY
+2,589.7%
-2,680.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.3% |
| 7D | -6.1% | -2.5% | -3.5% | -3.9% |
| 30D | +9.5% | -5.0% | +14.5% | +14.7% |
| 3M | +32.0% | +0.5% | +31.5% | +32.3% |
| 6M | -12.8% | +8.0% | -20.8% | -17.1% |
| YTD | +14.2% | +12.2% | +2.1% | +5.9% |
| 1Y | +36.3% | +14.0% | +22.3% | +25.0% |
| 3Y | +821.4% | +48.2% | +773.2% | +597.1% |
| 5Y | +194.3% | +46.1% | +148.2% | +129.8% |
| 10Y | +53.2% | +173.8% | -120.5% | -26.6% |
| All | -90.4% | +2,589.7% | -2,680.1% | -97.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling