+54.3%
CDE vs MSCI
+625.6%
-571.3%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.9% | -2.6% |
| 7D | -6.1% | -4.7% | -1.3% | -4.0% |
| 30D | +9.5% | -2.2% | +11.6% | +10.4% |
| 3M | +32.0% | -9.7% | +41.7% | +36.4% |
| 6M | -12.8% | +0.3% | -13.1% | -14.7% |
| YTD | +14.2% | -3.5% | +17.7% | +13.0% |
| 1Y | +36.3% | -1.4% | +37.7% | +33.0% |
| 3Y | +821.4% | +6.6% | +814.8% | +738.1% |
| 5Y | +194.3% | -10.9% | +205.2% | +179.8% |
| All | +54.3% | +625.6% | -571.3% | -39.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling