+51.6%
CDE vs MSCI
+811.9%
-760.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.6% | -2.8% |
| 7D | -9.6% | +3.0% | -12.6% | -10.8% |
| 30D | -6.7% | +17.8% | -24.5% | -13.4% |
| 3M | -24.2% | +15.2% | -39.4% | -29.2% |
| 6M | -29.1% | +16.5% | -45.6% | -34.8% |
| YTD | -21.5% | +16.4% | -37.9% | -28.7% |
| 1Y | -7.4% | +16.8% | -24.2% | -16.0% |
| 3Y | +596.3% | +35.8% | +560.5% | +466.3% |
| 5Y | +95.7% | +7.0% | +88.8% | +72.5% |
| All | +51.6% | +811.9% | -760.2% | -48.7% |
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