+5.6%
CDE vs MSCI
+17.3%
-11.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +5.4% | +3.3% | +8.5% |
| 7D | +1.1% | +11.5% | -10.4% | +1.0% |
| 30D | -14.5% | +22.1% | -36.6% | -14.8% |
| 3M | -10.1% | +18.4% | -28.5% | -10.3% |
| 6M | -16.9% | +16.6% | -33.5% | -17.8% |
| YTD | -18.1% | +18.8% | -37.0% | -23.7% |
| 1Y | +5.6% | +19.0% | -13.4% | -4.5% |
| All | +5.6% | +17.3% | -11.6% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 1y: compounded portfolio wealth divided by compounded MSCI 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…
1y analysis · Full analysis span regression · 6 months rolling