+202.9%
CDE vs MPWR
+153.3%
+49.6%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.9% | +2.1% |
| 7D | -2.0% | -1.3% | -0.7% | -1.5% |
| 30D | +15.7% | -12.8% | +28.5% | +21.7% |
| 3M | +30.5% | -21.3% | +51.8% | +41.1% |
| 6M | -7.4% | +13.7% | -21.1% | -12.7% |
| YTD | +17.9% | +33.3% | -15.4% | +5.1% |
| 1Y | +46.7% | +41.3% | +5.4% | +27.9% |
| 3Y | +851.3% | +145.8% | +705.5% | +547.4% |
| 5Y | +202.9% | +155.6% | +47.3% | +84.4% |
| All | +202.9% | +153.3% | +49.6% | +84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 5y: compounded portfolio wealth divided by compounded MPWR 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…
5y analysis · Full analysis span regression · 6 months rolling