+50.8%
CDE vs NDAQ
+4.3%
+46.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.4% |
| 7D | +0.5% | -2.4% | +3.0% | +1.2% |
| 30D | +21.9% | +2.5% | +19.4% | +20.9% |
| 3M | +14.9% | +9.9% | +5.0% | +11.7% |
| 6M | -10.5% | +9.4% | -19.9% | -12.8% |
| YTD | +19.3% | +0.4% | +18.8% | +16.9% |
| 1Y | +50.8% | +4.0% | +46.8% | +47.8% |
| All | +50.8% | +4.3% | +46.5% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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