+36.3%
CDE vs MSCI
-2.9%
+39.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.9% | -3.1% |
| 7D | -6.1% | -4.7% | -1.3% | -5.8% |
| 30D | +9.5% | -2.2% | +11.6% | +9.6% |
| 3M | +32.0% | -9.7% | +41.7% | +31.9% |
| 6M | -12.8% | +0.3% | -13.1% | -14.0% |
| YTD | +14.2% | -3.5% | +17.7% | +12.1% |
| 1Y | +36.3% | -1.4% | +37.7% | +34.9% |
| All | +36.3% | -2.9% | +39.1% | +34.9% |
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