+335.3%
CDE vs MP
+448.5%
-113.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.6% | +2.2% |
| 7D | -2.0% | -0.7% | -1.2% | -1.8% |
| 30D | +15.7% | -0.7% | +16.4% | +15.6% |
| 3M | +30.5% | 0.0% | +30.5% | +29.7% |
| 6M | -7.4% | -10.0% | +2.6% | -6.1% |
| YTD | +17.9% | +7.5% | +10.4% | +14.3% |
| 1Y | +46.7% | -14.0% | +60.7% | +48.5% |
| 3Y | +851.3% | +153.5% | +697.8% | +523.8% |
| 5Y | +202.9% | +62.7% | +140.2% | +115.9% |
| All | +335.3% | +448.5% | -113.2% | +89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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