+198.0%
CDE vs MSCI
-11.7%
+209.7%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.8% | +1.0% | -1.4% |
| 7D | +2.3% | -2.1% | +4.4% | +3.0% |
| 30D | +18.8% | -1.7% | +20.5% | +19.4% |
| 3M | +23.5% | -8.2% | +31.7% | +26.0% |
| 6M | -8.6% | -2.4% | -6.2% | -9.4% |
| YTD | +16.0% | -2.8% | +18.8% | +14.5% |
| 1Y | +42.1% | -2.7% | +44.7% | +39.8% |
| 3Y | +835.9% | +7.3% | +828.6% | +755.4% |
| All | +198.0% | -11.7% | +209.7% | +149.7% |
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 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