-89.8%
CDE vs NI
+5,096.4%
-5,186.3%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.9% |
| 7D | -6.1% | -0.6% | -5.5% | -5.8% |
| 30D | +9.5% | -1.4% | +10.9% | +10.1% |
| 3M | +32.0% | -10.6% | +42.6% | +38.2% |
| 6M | -12.8% | -9.9% | -2.9% | -9.2% |
| YTD | +14.2% | +1.2% | +13.0% | +12.8% |
| 1Y | +36.3% | +4.4% | +31.9% | +32.8% |
| 3Y | +821.4% | +68.6% | +752.8% | +625.5% |
| 5Y | +194.3% | +98.0% | +96.3% | +117.3% |
| 10Y | +53.2% | +143.6% | -90.4% | +2.5% |
| All | -89.8% | +5,096.4% | -5,186.3% | -94.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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