-89.8%
CDE vs MO
+15,284.5%
-15,374.3%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.5% | -3.3% |
| 7D | -6.1% | -1.0% | -5.0% | -5.9% |
| 30D | +9.5% | +5.8% | +3.7% | +8.7% |
| 3M | +32.0% | -4.5% | +36.5% | +32.2% |
| 6M | -12.8% | +5.7% | -18.5% | -14.1% |
| YTD | +14.2% | +23.1% | -8.9% | +10.0% |
| 1Y | +36.3% | +10.9% | +25.4% | +33.0% |
| 3Y | +821.4% | +96.1% | +725.3% | +721.4% |
| 5Y | +194.3% | +100.1% | +94.2% | +161.8% |
| 10Y | +53.2% | +114.0% | -60.7% | +33.4% |
| All | -89.8% | +15,284.5% | -15,374.3% | -89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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