+189.0%
CDE vs MET
+83.9%
+105.1%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +1.0% |
| 7D | -3.1% | -0.5% | -2.6% | -2.9% |
| 30D | +9.5% | +0.5% | +9.0% | +9.1% |
| 3M | +25.5% | +11.6% | +13.9% | +18.0% |
| 6M | -7.9% | +40.8% | -48.7% | -23.1% |
| YTD | +15.6% | +25.7% | -10.1% | +1.5% |
| 1Y | +34.0% | +24.4% | +9.7% | +17.9% |
| 3Y | +791.9% | +67.5% | +724.4% | +546.0% |
| All | +189.0% | +83.9% | +105.1% | +108.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 5y: compounded portfolio wealth divided by compounded MET 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…
5y analysis · Full analysis span regression · 6 months rolling