+109.3%
CDE vs MSCI
+8.1%
+101.1%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -2.0% |
| 7D | +3.1% | -1.9% | +5.0% | +3.7% |
| 30D | -10.3% | +16.5% | -26.8% | -15.5% |
| 3M | -19.1% | +18.2% | -37.3% | -24.4% |
| 6M | -24.0% | +14.0% | -38.0% | -28.7% |
| YTD | -15.6% | +16.6% | -32.2% | -22.5% |
| 1Y | -1.1% | +14.8% | -15.9% | -8.5% |
| 3Y | +613.1% | +33.3% | +579.9% | +491.9% |
| 5Y | +109.3% | +9.1% | +100.2% | +77.1% |
| All | +109.3% | +8.1% | +101.1% | +77.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling