+189.0%
CDE vs MGY
+88.8%
+100.2%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | -3.1% | +3.5% | -6.7% | -4.6% |
| 30D | +9.5% | +5.3% | +4.2% | +7.0% |
| 3M | +25.5% | +2.6% | +22.8% | +22.5% |
| 6M | -7.9% | -3.3% | -4.6% | -9.6% |
| YTD | +15.6% | +29.2% | -13.7% | -2.1% |
| 1Y | +34.0% | +18.0% | +16.0% | +18.2% |
| 3Y | +791.9% | +30.0% | +761.9% | +626.5% |
| All | +189.0% | +88.8% | +100.2% | +111.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling