-89.8%
CDE vs MKC
+3,311.3%
-3,401.2%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -3.0% |
| 7D | -6.1% | -2.8% | -3.2% | -5.5% |
| 30D | +9.5% | -3.4% | +12.9% | +10.1% |
| 3M | +32.0% | +3.8% | +28.2% | +30.5% |
| 6M | -12.8% | -17.9% | +5.1% | -9.6% |
| YTD | +14.2% | -23.6% | +37.8% | +19.7% |
| 1Y | +36.3% | -23.1% | +59.4% | +42.2% |
| 3Y | +821.4% | -31.5% | +852.9% | +878.7% |
| 5Y | +194.3% | -33.1% | +227.3% | +213.0% |
| 10Y | +53.2% | +29.3% | +23.9% | +45.2% |
| All | -89.8% | +3,311.3% | -3,401.2% | -91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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