-89.7%
CDE vs MTB
+8,245.1%
-8,334.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.5% |
| 7D | +2.3% | +2.8% | -0.5% | +1.4% |
| 30D | +18.8% | -4.2% | +23.0% | +20.4% |
| 3M | +23.5% | +7.8% | +15.7% | +20.1% |
| 6M | -8.6% | +14.8% | -23.5% | -13.0% |
| YTD | +16.0% | +20.8% | -4.8% | +8.5% |
| 1Y | +42.1% | +23.1% | +18.9% | +31.7% |
| 3Y | +835.9% | +114.8% | +721.1% | +609.5% |
| 5Y | +197.6% | +103.3% | +94.3% | +125.3% |
| 10Y | +39.6% | +173.0% | -133.4% | -13.3% |
| All | -89.7% | +8,245.1% | -8,334.7% | -95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 all: compounded portfolio wealth divided by compounded MTB 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…
all analysis · Full analysis span regression · 6 months rolling