Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • CDE vs NTAP✓SelectedUSD · NTAPCDE vs NTAP performance historyLatest closeAs of+1.18%09/11
Stock and ETF performance explorer

CDE vs NTAP

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+56.1%
NTAP return
+650.8%
Excess return
-594.7%
Maximum drawdown
-84.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioNTAPExcessAlpha
1D+1.2%+8.5%-7.4%-1.5%
7D-3.1%+7.4%-10.5%-5.4%
30D+9.5%-1.4%+10.8%+9.4%
3M+25.5%+24.6%+0.9%+15.8%
6M-7.9%+105.9%-113.8%-29.3%
YTD+15.6%+88.5%-73.0%-8.7%
1Y+34.0%+62.1%-28.0%+11.3%
3Y+791.9%+169.1%+622.9%+511.6%
5Y+197.7%+141.9%+55.9%+107.0%
All+56.1%+650.8%-594.7%-17.6%

Cumulative growth

Daily Returns

Daily percentage return beside NTAP.

Daily Out/Under-Performance

Portfolio return minus NTAP return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × NTAP 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 10y: compounded portfolio wealth divided by compounded NTAP 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…

10y analysis · Full analysis span regression · 6 months rolling