+50.8%
CDE vs MGY
+15.5%
+35.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -2.1% |
| 7D | +0.5% | +2.1% | -1.6% | +0.8% |
| 30D | +21.9% | +13.8% | +8.1% | +24.6% |
| 3M | +14.9% | -4.3% | +19.2% | +16.3% |
| 6M | -10.5% | -5.1% | -5.4% | -12.5% |
| YTD | +19.3% | +24.8% | -5.5% | +10.3% |
| 1Y | +50.8% | +11.8% | +39.0% | +39.0% |
| All | +50.8% | +15.5% | +35.3% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 1y: compounded portfolio wealth divided by compounded MGY 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…
1y analysis · Full analysis span regression · 6 months rolling