+58.2%
CDE vs MOS
+12.0%
+46.2%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.9% | +2.1% |
| 7D | -2.0% | +1.7% | -3.6% | -2.6% |
| 30D | +15.7% | +11.7% | +4.0% | +11.0% |
| 3M | +30.5% | +23.2% | +7.3% | +20.5% |
| 6M | -7.4% | -1.6% | -5.7% | -8.2% |
| YTD | +17.9% | +10.8% | +7.1% | +12.3% |
| 1Y | +46.7% | -16.2% | +62.9% | +53.4% |
| 3Y | +851.3% | -24.2% | +875.5% | +908.8% |
| 5Y | +202.9% | -6.6% | +209.6% | +200.8% |
| 10Y | +58.2% | +16.3% | +41.9% | +36.4% |
| All | +58.2% | +12.0% | +46.2% | +36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 10y: compounded portfolio wealth divided by compounded MOS 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…
10y analysis · Full analysis span regression · 6 months rolling