+522.0%
CDE vs MP
+114.3%
+407.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +4.9% | +0.8% | +4.3% |
| 7D | +18.1% | -10.5% | +28.6% | +21.8% |
| 30D | -6.2% | -23.5% | +17.3% | +1.4% |
| 3M | -1.2% | -25.4% | +24.3% | +7.5% |
| 6M | -17.4% | -51.3% | +33.9% | +0.5% |
| YTD | -13.1% | -29.9% | +16.8% | -4.3% |
| 1Y | +7.3% | -31.8% | +39.1% | +18.5% |
| 3Y | +522.0% | +127.0% | +395.0% | +281.0% |
| All | +522.0% | +114.3% | +407.6% | +281.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling