+18.9%
CDE vs NDAQ
+2,281.8%
-2,262.9%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.9% | -0.8% | -2.0% |
| 7D | +2.3% | -2.6% | +4.8% | +3.2% |
| 30D | +18.8% | +0.5% | +18.3% | +18.5% |
| 3M | +23.5% | +9.9% | +13.6% | +18.6% |
| 6M | -8.6% | +8.2% | -16.8% | -12.0% |
| YTD | +16.0% | -1.5% | +17.5% | +15.5% |
| 1Y | +42.1% | +1.3% | +40.7% | +39.7% |
| 3Y | +835.9% | +92.6% | +743.3% | +622.0% |
| 5Y | +197.6% | +53.8% | +143.8% | +147.4% |
| 10Y | +39.6% | +376.0% | -336.4% | -22.8% |
| All | +18.9% | +2,281.8% | -2,262.9% | -53.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling