+194.3%
CDE vs NDAQ
+48.4%
+145.9%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -1.9% |
| 7D | -6.1% | -6.8% | +0.7% | -2.5% |
| 30D | +9.5% | -3.2% | +12.6% | +11.2% |
| 3M | +32.0% | +6.5% | +25.5% | +26.8% |
| 6M | -12.8% | +5.7% | -18.5% | -16.4% |
| YTD | +14.2% | -4.6% | +18.8% | +15.5% |
| 1Y | +36.3% | -1.6% | +37.9% | +34.9% |
| 3Y | +821.4% | +86.4% | +735.0% | +529.9% |
| 5Y | +194.3% | +50.3% | +143.9% | +104.1% |
| All | +194.3% | +48.4% | +145.9% | +104.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling