+216.9%
CDE vs MP
+268.3%
-51.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.0% | -4.1% | -2.0% |
| 7D | +14.0% | -3.6% | +17.6% | +15.0% |
| 30D | -10.7% | -21.0% | +10.2% | -4.7% |
| 3M | -15.8% | -33.3% | +17.5% | -5.9% |
| 6M | -17.5% | -45.9% | +28.4% | -3.0% |
| YTD | -14.1% | -27.8% | +13.7% | -6.9% |
| 1Y | +2.9% | -43.2% | +46.1% | +18.3% |
| 3Y | +625.5% | +144.0% | +481.4% | +383.4% |
| 5Y | +117.1% | -6.1% | +123.2% | +79.0% |
| All | +216.9% | +268.3% | -51.4% | +54.2% |
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